Do you want to learn a step-by-step workflow for onboarding new accounting clients in less time without worrying about missing a step?
In this brand-new workflow guide, you'll discover:
- A high-level flowchart showing the 6 key stages of the onboarding workflow
- A tech-map for building an end-to-end automated onboarding process
- A flexible onboarding workflow template with email templates and checklists that has been built to work in Pixie
- A real world case study of how Munro & Partners streamlined their onboarding process and scaled-up their firm
Here's what you'll learn.
See the 'birds-eye view' of the cleanup workflow and identify the key steps that can be streamlined & automated
Access a Pixie workflow template complete with checklists & done-for-you email templates so that you never miss a step again!
Automated onboarding process
Learn how to build an end-to-end automated onboarding process including proposals, AML, and data collection