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Onboarding: Accelerate your process with intelligent automation

21st May 2020
Brought to you by
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Award winning CRM & practice management software

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Onboarding new clients was a significant pain point for accountant James Byrne. So much so, he designed a system to automate as much of the process as possible. The result? AccountancyManager. Constantly finding new ways to make onboarding even more efficient for accountants is still a priority for us. 

Read the article here.