What you'll learn:
Automate and simplify client onboarding and engagement
Streamline workflows to save time and reduce manual tasks
Ensure hassle-free invoicing and payment collection
Integrate AI into client meetings for tailored engagements
Revolutionise your client management and maximise your firms efficiency.
Looking to make client management easier for your firm?
Join us for a practical, down-to-earth session hosted by Rebecca Mihalic (businessDEPOT) with firm owners Natalie Lennon (Two Sides Accounting) and Sarah Lawrance (Hot Toast), where we’ll dive into how technology can streamline everything from onboarding—to payment.
This isn’t about adding more tools to your plate—it’s about using the right ones to make your teams life easier. We’ll cover real-world strategies to help you maximise efficiency and make your processes run smoother.