330 Questions To Ask EVERY Lead Before Making Them a Client
Jason On Firms Podcast
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Optimizing Client Onboarding and Software Choices
This chapter focuses on the structured onboarding process for clients to flag potential issues and the role of tools in enhancing meeting efficiency. It also examines user experiences with Thomson Reuters' Envio platform, emphasizing the need for transparency in software selection and fostering community engagement for better decision-making in the accounting sector.
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