Mastering client onboarding in 6 easy steps
Ninety days. That’s all it takes to make or break a client relationship. The client onboarding experience in those first ...
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Ninety days. That’s all it takes to make or break a client relationship. The client onboarding experience in those first ...
Please complete the following:
Rootworks members can now use an early access version of Insights, which delivers customer segmentation and pricing data as well as reports for your firm and clients. Connection to QuickBooks Online is required for firms and/or clients.