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Client Onboarding For Accountants: An Improvement Guide
... Automation. Today’s client portals can often automate routine, mundane tasks, like following up on client ...
17th May 2022 | Industry insights -
7 takeaways from our IFA webinar – with Boffix and StriveX
... year… We mentor and guide our staff to get into a set routine, so every day they open AccountancyManager first to ...
22nd Apr 2022 | Industry insights