AgentSync的动态

Implementation made easy ? Transcend's in-depth documentation and dedicated onboarding process is designed to make deploying our solutions as easy as possible. Take a spin through our Docs to learn more ? https://lnkd.in/gcGXXjPp

"How much time do I need to dedicate to switch to BooXkeeping?" Virtually none. We'll provide a detailed onboarding plan and minimize your time commitment to getting us initial access and a few approvals! https://lnkd.in/dX7D7wBf

A quick rundown of our onboarding/auditing process for new clients. These steps may seem trivial, but when done right in conjunction with the TGG Way your business will be set up for growth and scalability.

A smooth client onboarding process is essential for fostering strong, lasting relationships. Download our workbook: https://hubs.li/Q02T7m710 It’s designed to help you optimize your onboarding process, ensuring that every client feels valued, informed, and prepared as they begin their financial journey with you.

ONBOARDING FAQ: Do we have to speak to our old vendor? Yes! They need to be informed of the transition, establish a point of contact, establish a timeline, and acquire administrative credentials to begin the installation process. Take a look at our other onboarding FAQs in our Client Onboarding Brochure to ensure you’re prepared for the switch to PIT. Contact us for your copy: https://hubs.la/Q02BlZ7f0

Keep your onboarding materials simple and easy to understand. Complexity can overwhelm new clients.

Outsourcing development is a hot topic in Kiksasa's Hub, and founders always ask Tim Chalk and me how we work with outsourced teams. Today, we sat down with Ronak Shah from AGILE Infoways (Kiksasa's development partner) to discuss how to do so successfully.

With FlexManager, it is more of a partnership rather than an out-of-the-box product and left to your own devices Our Account Managers: ? Ensure maximum value and success by adapting the system to suit your business requirements ? Will be available to answer any queries you may have to improve processes/ workflows ? Check in regularly to stay aligned with client objectives

New clients, no problem! Check out our blog post specifically for #bookkeepers navigating the onboarding process. From gathering docs to setting up effective communication channels, we'll walk you through the process of #clientonboarding. ?? https://hubs.ly/Q02mMkW20

Our enhanced onboarding process eliminates the need to rekey client information multiple times – saving you time and reducing the chance of errors whenever you add a new client. Learn more with our overview video: https://lnkd.in/eC-hqciT