Get Tax Ready

TUE/ MAY 12

WEBINAR: How to Build & Streamline Your Client Onboarding System – Get the Recording!

to-do

Download this 60-minute recorded webinar where Gabrielle Fontaine of The Freelance Bookkeeper focuses on how to :

  • -Be prepared for transitioning your client into your onboarding system as soon as the engagement letter is signed…
  • -Make it easier on you and your team to get new clients set up and in sync while making onboarding faster…
  • -How and where to insert automation to streamline your whole process…
  • -You’ll also get a live demo for how to integrate SmartVault into your client onboarding system

 

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Get the Recording Here

Earn Your Tax-Ready Badge!

Complete the tasks above, and then take our quiz to show you’re tax-ready. Once you pass the quiz, you'll receive your very own Tax Season Ready Badge!

Take the Quiz


Get Tax Ready

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