Quick New Client Onboarding: 1040 Return Automation
Автор: TaxDome
Загружено: 2021-02-09
Просмотров: 6846
Описание:
Invest your time in getting new clients and prepare actual tax returns. Don’t spend time on admin work that can be easily automated with TaxDome.
This is how Cassandra Centeno of Total Tax Services automated her firm’s client onboarding:
1. Clients come to the firm’s website from ads and other marketing activities
2. They sign up an account pointing out if they need personal or business return
3. Clients get tax organizer depending on a service they’re interested in
4. Once the tax organizer is submitted, they get a contract to sign
5. They use TaxDome’s e-signature to sign the contract
6. Clients end up getting a message from the firm telling them they’re in the process of preparing their return — and this is where the real person gets involved!
Automate onboarding process with TaxDome: https://blog.taxdome.com/client-onboa...
TaxDome is an all-in-one software for solo entrepreneurs and growing tax firms: https://taxdome.com/.
Read the full story of how Cassandra Centeno could double client base with minimal effort: https://blog.taxdome.com/how-to-doubl...
Повторяем попытку...
Доступные форматы для скачивания:
Скачать видео
-
Информация по загрузке:
