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Why should you spend time and money on automating your workflows? Because it's worth it. Discover why.
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Automating and improving customer service with Karbon
Learn how you can use Karbon to strengthen client relationships by building trust and confidence in your accounting firm's processes.
Watch the RecordingAbout this event
Successful client relationships are built on trust, transparency, responsiveness and confidence in ensuring nothing falls through the cracks. All things that Karbon can help your accounting firm excel at. In this webinar, Scott will outline some of the key ways people are using Karbon to automate aspects of their customer service to drive more efficiency, and how they are providing more value to the relationship with the time saved. Register to learn:
How to use email visibility to understand a client’s situation in detail
How to automate the client chase while still providing a human experience
How to hand-off client jobs that involve multiple team members
Metrics that impact client satisfaction that can be measured in Karbon
If you cannot attend at this time, register to receive a recording.
Meet the Speaker
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