How to Automate Client Onboarding With TaxDome

Even before the pandemic, modern firms using digital tools had already embraced remote working as part of their operations. The need to modernize operations is growing more than ever. One efficient solution is adopting accounting workflow automation to improve lead capture and client onboarding.

Even before the pandemic, modern firms using digital tools had already embraced remote working as part of their operations. The need to modernize operations is growing more than ever. One efficient solution is adopting accounting workflow automation to improve lead capture and client onboarding.