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How to get your sole trader clients to do 80% of the work
... numbers. However, this can lead to answering the same routine questions over and over, especially when it comes to ...
20th Jun 2022 | Industry insights -
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