[Webinar] Practice automation with AccountancyManager and FreeAgent

24th Mar 2020
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In November last year, award-winning cloud accounting provider FreeAgent announced their integration with AccountancyManager’s  CRM and practice management software. You can now sign up to a webinar to learn more about the integration!

Practice automation with AccountancyManager and FreeAgent

Join FreeAgent’s Digital Enablement Manager, Kevin Lord, and and AccountancyManager’s CEO and Co-founder, James Byrne, on the 22nd April to discover how automation can facilitate increased client engagement and retention while also enabling practice efficiency.

Topics will include:

Client onboarding: from pricing and services to engagement workflow, learn how to create a seamless onboarding journey for your practice.

Managing client deadlines: how to proactively work with clients on key compliance activities.

The platform for advisory services: how automating the manual tasks can enable the opportunity to go beyond compliance conversations

Register here