Streamlining Client Onboarding: Secrets to Making Your Process a Breeze

About this webinar:

Are you tired of spending countless hours onboarding new accounting clients? Are you seeking a streamlined process that allows you to focus on what you love – delivering exceptional accounting services to your clients?

Join our exclusive webinar where we’ll reveal the secrets to making client onboarding a breeze. Say goodbye to tedious manual tasks and embrace the efficiency of automation.

Agenda:

In this power-packed session, you will learn how to:

• Standardise Proposal Management Processes: Our experts will walk you through the step-by-step process of creating tailored proposals for each client effortlessly.
• Streamline AML Checks and Risk Assessments and Compliance: Identify potential risks swiftly, ensuring compliance and peace of mind for both your firm and your clients, and take away those compliance headaches with Firm Wide Risk Assessments & Polices & Procedures.
• Unlock Hours of Time with Automation: We will demonstrate how automating the onboarding process can cut out hours of time wasted on repetitive tasks. Turn new client onboarding into a reason to celebrate, not a time-consuming headache!

Speakers:

Steve Murray
Pre-Sales Consultant, IRIS Software Group

Chloe Aitken
Pre-Sales Executive, IRIS Software Group