Client Relationship

Connect the puzzle pieces

Missed Opportunities in Onboarding? Here’s How Fetch Forms Fill the Gap!

by Clayton Wood
November 1, 2023November 1, 2023

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 Many firms struggle with outdated or disjointed tools, leading to inefficiencies and missed… Read More »Missed Opportunities in Onboarding?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!

engaging clients is a process

Re-Engagement Strategies: How Seamlss Helps Firms Reconnect with Clients

by Clayton Wood
October 16, 2023October 16, 2023

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