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In this MINIsode, I answer the question, How do you get bank statements from your clients in a timely way?

You’ll hear:

systems my firm uses for getting bank statements
what to ask your client during onboarding

Resources mentioned in this episode:

Relay Bank (affiliate link)
Hubdoc

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Descript (affiliate link)
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[MINI] Ep 2 ⎸ How to Get Bank Statements in a Timely Way