Automating Your Client Onboarding

Automating Your Client Onboarding

During this month’s episode, we took a deep dive into why you should automate your client onboarding. So, what is Client Onboarding? This is the necessary information you need from your client before you begin working with them. Having an automated platform for...
ADP Accountant Connect Deep Dive

ADP Accountant Connect Deep Dive

During this episode with ADP, Heather and I talked about ADP Accountant Connect and how to use it. This powerful cloud-based solution allows accountants to quickly run tax forms in batches, have access to the HR resources and documents, company benchmarking, and more....