FreeAgent integration partner AccountancyManager joins us to discuss 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 drudgery can enable the opportunity to go beyond compliance conversations.