Take a moment to think about your current process. Too often, onboarding gets overlooked in all the excitement, as accounting firm leaders are so busy turning leads and prospects into committed clients and ensuring their deliverables are completed in a timely manner. 

The client onboarding process can be much simpler and faster than this. In this guide, we’ll go over the benefits of improving your onboarding process, give you a handy sample checklist to use as you streamline your operation, and introduce you to SmartVault, a technology tool that digitizes onboarding and creates the smooth, user-friendly experience progressive, modern clients are looking for.