This Is How Accounting Firms Onboard Clients in Minutes (Using Automation) - Video

Learn the six stages of client onboarding success and streamline your process for maximum efficiency.

Discover the importance of initial engagement, data collection, client profiles, and more in the client onboarding process. Find out how automation can revolutionize your onboarding workflow.

TIMESTAMPS

00:00 Introduction to the 6 Stages of Client Onboarding Success
01:05 Automating the Initial Engagement Process
05:40 Welcoming Process and Setting Expectations
08:31 Data Collection and Efficient Information Gathering
13:57 Client Profiles and Communication Accessibility
17:37 Comparison of email and text messaging as client support channels
19:49 Integrating multiple tools to achieve desired features
24:30 Planning work with industry-specific tools
28:10 Optional feedback collection for client satisfaction and reviews
29:39 Recap of the six stages of client onboarding

NEXT STEPS

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