Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals cover image

5 Zapier-Based Automations You Can’t Live Without

Growing Your Firm | Strategies for Accountants, CPA's, Bookkeepers , and Tax Professionals

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How to Automate Your Onboarding Process

There's a lot of things that are getting automated there for me in the back office. Definitely my onboarding zap. I had it previously up to about 62 steps. We've since pared it down a bit just because we're, we reduced some of our services. But yeah, so proposal gets signed and an email gets sent out a client folder gets created. What else is happening in this magical world? More like, odd boarding like.

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