Seamless and Secure Client Onboarding for Accountants

Join Hannah Manohitharajah at TaxAssist Accountants Harpenden as she talks about how TaxAssist used Ignition and SmartVault to create an effortless and secure client onboarding experience.

In this session you will learn how to:

• Use SmartVault & Ignition to improve your client onboarding workflow
• Create impressive client proposals in minutes that will win better clients more often
• Securely and quickly request onboarding documents from your clients
• Easily monitor progress on document collection, send reminders or flag those complete through an easy-to-use dashboard
• Automate your client invoicing and payments ensuring you’re paid on time every time

Hosted by: Peter Marlow, Territory Manager at Ignition and Daniel Fritz, Head of Product at SmartVault