How do you effectively engage your clients through every stage of the sales and onboarding process?

In this webinar Will Farnell and Daniel Stachowiak of MyDocSafe.com discuss:

• What is end to end onboarding and why is it so important?

• What are the challenges to delivering great client experience?

• How MyDocSafe helps accounting firms to manage prospect and client interactions, whilst integrating to your existing back-end systems.

MyDocSafe automates engagement letters, KYC/AML and document signing and approval workflows. Based on a secure document management system, MyDocSafe platform improves compliance, efficiency and customer experience.

It features quotes & proposals, digital signatures, client portals, logic-based webforms, ID & KYC checks, as well as integrations to Xero, SageCloud, Stripe, BTC, Glide, Logical Office and more. MyDocSafe offers several white labelling option ranging from “just your logo and colours” all the way to “your URL and branded mobile apps”.

Start your MyDocSafe Free Trial today