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Are you still onboarding using paper

Client Onboarding: From Chaos to Confidence

  • by Clayton Wood
  • May 6, 2024May 6, 2024

Picture this: You’re knee-deep in a sea of paperwork, chasing signatures, and battling a constant barrage of unanswered emails. It’s always busy season in the accounting world, and the struggle is real. The initial stages… Client Onboarding: From Chaos to Confidence

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