Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen) cover image

Plooto: The Most Affordable & User Friendly System to Get Paid by Clients with Hamed Abbasi

Conquering Workflows & Systems For Bookkeepers & Accountants | with Alyssa Lang (Workflow Queen)

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Improving Payment Efficiency and Safety for Clients

The hosts delve into the concerns clients face when waiting for bank statement codes for payments and explain the limitations and risks associated with direct bank connections. They highlight the importance of offering choice and discuss their efforts to enhance the system for faster and easier payments. Additionally, they discuss their onboarding process, incorporating Plooto and Content Snare to prompt clients to set up payment information, and mention the advantages of Preauthorized Debit for automatic invoice debits with the option to cancel if required.

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