Six Steps for Better Client Onboarding

The average accounting firm takes 6-8 weeks to fully onboard a client. Taking this long suggests your firm is slow and disorganized, two things that don’t look good to a newly minted client. And it makes things harder on you and your team.

This infographic outlines key steps and benefits of providing new clients with a seamless experience that enhances security, increases retention, and empowers collaboration among your clients and staff alike.
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