Your Checklist for Onboarding Clients to

Your onboarding checklist

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Your Onboarding Checklist

Clients adopting a virtual bill payment solution are fully aware it means significant changes to their current business operations, including new processes and learning a new system. While intellectually they appreciate the overall intent of the transition, many struggle with getting there.

Having a formal onboarding process for moving clients to helps minimize the challenges that accompany this change. Establish a consistent process to help your firm achieve expertise and efficiency in bringing all clients on board with  Jason Blumer of Blumer CPAs shares the steps that will help you get there quickly!

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