Accountants: how IRIS Elements helps you onboard new clients

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About this webinar:

When you win new clients, you have to onboard them correctly.

This requires an efficient, structured approach – from sending clients quotes to running AML checks and tracking jobs in your system.

So, how does IRIS help you?

This webinar demonstrates how IRIS Elements provides a streamlined, headache-free onboarding process.

What will be covered?

• The importance of a defined client onboarding process.
• How easy it is to add a client to IRIS Elements.
• How to send out a proposal using our IRIS Elements accounting proposal software.
• The power of IRIS Elements and its cloud AML software.
• How you can keep track of tasks using IRIS Elements cloud accounting practice management software.

Speakers:

Mark Elley
Presales Consultant, IRIS Software Group