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Practice automation: action you can take today with your FreeAgent clients
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.

Apr 22, 2020 12:00 PM in London

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Speakers

Kevin Lord
Digital enablement manager @FreeAgent
Kevin has worked with small businesses for nearly a decade to raise their awareness of the benefits that digital tools can bring and to assist them through times of change. At FreeAgent, Kevin works with accountant partners to promote awareness of the revolutionary business improvements that cloud accounting software can offer.
James Byrne
CEO and co-founder @AccountancyManager
James Byrne is CEO and co-founder of AccountancyManager. This award-winning software helps thousands of practices automate their onboarding, record requests, task lists and much more. Having started out as an accountant himself, James brings a unique insight to boosting practice productivity.