In today’s fast-paced business environment, accounting firms face a myriad of challenges, from managing complex client data to ensuring efficient workflow processes. The need for… Read More »Discover How to Revolutionise Your Accounting Firm Operations
TL;DR: Client onboarding is a critical touch point in the client-firm relationship. Many firms struggle with outdated or disjointed tools, leading to inefficiencies and missed… Read More »Missed Opportunities in Onboarding? Here’s How Fetch Forms Fill the Gap!
In the dynamic world of accounting, maintaining active, ongoing client engagement is more than a best practice; it’s a necessity underscored by leading industry bodies… Read More »Re-Engagement Strategies: How Seamlss Helps Firms Reconnect with Clients
Unveiling the future of client engagement in accounting, our recent webinar with Amy Holdsworth of Clarity St. introduced ‘Seamless,’ a game-changing app set to revolutionize client onboarding. Dive into our recap for insights on enhancing your client relationships and streamlining your processes.
In the world of professional services, client onboarding is a critical process. It sets the tone for the client relationship, impacts client retention, and influences… Read More »Streamlining Client Onboarding: How Seamlss Outperforms Other Tools
In the dynamic world of accounting and bookkeeping, client engagement is the key to success. Building strong relationships with our clients goes beyond providing exceptional services. It involves actively connecting, understanding their unique needs, and delivering personalized experiences. With the Seamlss App, accounting and bookkeeping firms can take their client engagement strategies to the next level. From verifying contact and bank details to customizing engagement letters, Seamlss empowers firms to enhance client relationships, foster trust, and deliver exceptional value. Stay tuned to learn more about how Seamlss revolutionizes client engagement in the financial industry
At the Xero Roadshows, we had some firms ask why they would use Seamlss when they had Ignition already. As a firm owner, I use… Read More »Efficiently manage client onboarding and engagement with Seamlss and Ignition together