Perfecting your client onboarding process

Onboarding new clients is a critical process for your accounting firm.

To set your clients up for success and efficiently collect everything you need, you need a clear plan that can be replicated and tracked.

In this video, Ian shares some critical considerations to make your process as strong and efficient as possible, including:

• What to consider in your onboarding process

• How to document every step in a detailed template

• How to automate proposals and data collection

• Methods for tracking onboarding progress across your entire firm

• Best practices to alleviate and troubleshoot common onboarding issues

Download the presentation slides.