In this session, Dawn Brolin, CPA, CFE, shares her step-by-step client onboarding process for three key client service opportunities: monthly accounting, tax preparation, and advisory services using her onboarding technology linchpins, Liscio and SmartVault.

During the session you will learn Dawn’s approach to eliminating bottlenecks, cyber security risks, and the inefficiencies that reduce profitability during client onboarding. By leveraging two key players in her Team Brolin Starting Lineup tech stack, Liscio and SmartVault, Dawn will break down a practical onboarding process enabling you to take on more clients, in less time, while providing each one with an exceptional experience.

You will also see the exact client engagement and other templates that Dawn uses in her client onboarding process as well as how she uses specific technology tools to make the entire process streamlined, secure and seamless. At the end of the session  you will have everything you need, step-by-step, to make client onboarding more efficient and your client experience even better in your firm.

Learning Objectives:

 

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