Onboard your clients on autopilot

What if you can onboard your clients without spending hours on the phone or countless emails back and forth? What if you can automate your overall workflow and not worry about anything falling through the cracks? This Onboarding Bible lays down the foundation and the step-by-step process that ensures a seamless, automated onboarding process from start to finish.

Take the first step to going virtual

Moving away from paper? This onboarding process will show you how to use digital onboarding forms, emails, and SMS as follow up reminders. Even your appointments can be totally virtual and your clients don’t have to drive all the way through to your physical office to get their taxes done!

Wow them with an exceptional first experience

First impressions do last. And by nature, we remember the bad experiences more than the good ones. A good first experience is expected but when you give your clients an exceptional onboarding experience, it’s something they will for sure remember.

Turn your customers into loyal fans

The key to turning your customers into loyal fans is through your onboarding process. During the onboarding, they should see how professional, easy, and hassle-free it is to work with you. When they see the difference between you and your competitors, they will never go anywhere else for their taxes.