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On-boarding: The first step towards a more efficient practice
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For many Accounting Excellence practitioners, effective client service starts with a good onboarding process. Find out what onboarding involves and how it’s handled by some of the profession’s most successful firms.
This session will cover:
- Why is onboarding coming to the fore in 2022?
- Define the concept and the different components that need to be automated
- What apps are available to cover those tasks? How do you handle it at your firm?
- Selection and implementation tips from the panel
Get a better understanding of what onboarding involves and why it’s so important. Find out how different apps cover the requirements and how the panellists have implemented them. Learn from the pioneers so you don’t have to repeat them.
Please ensure details used to claim CPD points match those used when registering for this episode. Your certificate will be sent to you within 30 days of submitting your details.