Increase efficiency by empowering your clients to complete their business grant applications with minimal assistance.
Use this template to empower your clients to complete a business loan application with minimal assistance.
Educate your clients by coaching them through the business loan application process with this workflow.
Manage your client offboarding process with clarity with this dedicated workflow.
Streamline client onboarding with these internal tasks, client requirements, and client email templates.
Understand, re-imagine, build and implement a new process in your firm with this dedicated workflow.
Increase efficiency when organizing your initial discovery call with new clients.
Streamline and standardize your month-end process with this dedicated workflow.
Increase efficiency when preparing, reconciling and reviewing your clients' monthly accounting with this streamlined workflow.
