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Client onboarding - Cloud based

Experience and recommendations

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Hello 

I was impressed by the cloud-based collection of data on my recent dentist appointment.  

For some time, I have been meaning to set a system in place for a cloud-based collection of data on client onboarding. This includes:

1) Engagement letter signing - Automated reminders to sign after x days. 

2) Sign up for Go Cardless Direct Debit 

3) The usual client set up data example:

  • UTR 
  • DOB 
  • NI 
  • Company Number
  • etc etc

Your Feedback:

1) If you use cloud-based collection of data, which service do you use? 

2) Do you have a recommendation for a system that would meet the above needs? 

3) If you use Accountancy Manager - would it meet the above needs? 

Thanks 

 

 

 

Replies (4)

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blue sheep
By Nigel Henshaw
09th Jun 2021 10:31

we starting using AM last year and have not looked back, it will do all those things you want apart from the Go Cardless setup.

The biggest thing for us is the onboarding/LOE sending and signing, it used to take a good half hour at least to just get to the point where we asked for all the data we needed, I am not kidding when I say I can now do it in 2 minutes.

You will still get new clients not giving you all the data you need but we find that most clients fill every box.

Its not cheap but with all the other added benefits for us it is worth it.

The only thing I do not like is the fact that now we have starting using it, it would be very difficult to move away from it (but thats not AMs fault of course).

Thanks (1)
Replying to NH:
FirstTab
By FirstTab
09th Jun 2021 11:02

Thanks Nigel.

How long did the client onboarding /Engagement letter set-up take on AM take?

Is it straightforward to set up?

Thanks (0)
Replying to FirstTab:
blue sheep
By Nigel Henshaw
09th Jun 2021 13:55

FirstTab wrote:

Thanks Nigel.

How long did the client onboarding /Engagement letter set-up take on AM take?

Is it straightforward to set up?

The default LOE is the ICAEW template so the chances are there will be minimal work in setting those up, there were just a few changes we made, but once thats done its done for good.

Thanks (1)
Glenn Martin
By Glenn Martin
09th Jun 2021 14:51

Look no further than GoProposal and Oversuite.

Issue a quote, and LOE get signed off, GC set up first invoice generated in Xero etc.

Seamless and good quality LOE come with it

Thanks (2)
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