Join the club of forward-thinking CPAs and bookkeepers who are using automation to make their client onboarding smoother.
If you’re still stuck doing things the old-school way, you’re spending too much time and effort that could be better used on helping your clients and getting them engaged.
Imagine cutting down all that time you spend on typing stuff in and chasing people up.
What if you could automate a big chunk of that work, making your job easier and more effective? In this article, we’re going to talk about how you can do just that.
If you’re still doing things the old-fashioned way in your accounting business, you’re probably using a lot of your time on stuff that could be handled by computers.
Automation can save you a ton of time and let you focus on the important part: giving top-notch service to your clients.
Automation not only cuts down on slip-ups but also makes sure your services are consistent and on time. An accounting business that uses automation is ready to grow and take on more clients.
One cool tool for automation is Practice Ignition. It takes care of your client proposals, engagement letters, and payments automatically. You can even set it up to send reminder emails to your clients about important stuff.
Another awesome tool is Karbon. It’s a tool that helps your team work together better, mixing emails, chats, tasks, and smart workflows.
It’s great for getting rid of those repetitive tasks, making your processes uniform, and keeping an eye on your projects.
Getting new clients set up can really eat into your time. That’s where automation tools step in to save the day. These tools don’t just make your life easier; they make your clients’ experiences way better too.
Take Jetpack Workflow, for instance. It’s a software that tackles onboarding chores by keeping everything on track with automatic reminders and lets you see how each client is doing.
Then there’s Senta. Senta puts client management, workflow, CRM, and automation all in one spot. With Senta, you can speed up the whole onboarding thing, making it slick and smooth.
If you’re still on the fence about automation, think about this: It’s not just about saving time. It’s about making your services better and more reliable.
For example, there’s a tool called Plooto that takes care of paying bills and getting you paid by automating those processes, making things quicker and safer.
Then there’s Hubdoc, which grabs your financial documents automatically from places like banks and online stores. This cuts way down on how much time you spend entering data and gathering documents.
When you start using these tools, you’ll work more efficiently, make fewer mistakes, and have more time for the important stuff that really helps your clients.
Nowadays, automation isn’t just some fancy extra—it’s a must-have for accountants who want to stay on top of their game in today’s quick-moving, digital world.
By making your client onboarding process automatic, you boost your efficiency, cut down on errors, and give your clients an awesome experience.
The tools we talked about are just the beginning. Try them out, see what else is out there, and figure out what works best for you and your practice.