In the fast-paced world of accounting, client onboarding and re-engagement can often be a challenging and time-consuming process. From collecting client details to setting up clients in various apps and obtaining signed engagement agreements, the process can seem daunting. But what if there was a way to streamline this process, saving you time and enhancing your client relationships?
We’re excited to announce that we’ll be hosting a webinar on Thursday, June 15, 2023, at 10:30 AM (AEDT) to discuss just that. We’ll be joined by Clayton Wood, the Founder of Seamlss, a revolutionary platform designed to simplify and enhance the client onboarding and re-engagement process for accounting firms.
During this session, we’ll explore:
- How to enhance the onboarding experience to delight clients and build strong relationships
- The importance of re-engagement and how Seamlss simplifies the process
- Why Seamlss is the latest app to join Clarity Street’s App Stack
- How Seamlss integrates smoothly with other apps for effective client lifecycle management
Don’t miss out on this opportunity to learn from industry experts and revolutionize your client onboarding and re-engagement process. We look forward to seeing you on June 15!