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 Many firms struggle with outdated or disjointed tools, leading to inefficiencies and missed… Read More »Missed Opportunities in Onboarding?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!
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.
Verifying your clients when onboarding them just makes sense. Seamlss has been designed to allow clients to easily onboard and verify without any separate apps