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Receiptbank clientcloud

CREATING THE ULTIMATE CLIENT EXPERIENCE IN THE CLOUD

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 27, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

You are already familiar with the benefits and huge opportunities that cloud accounting presents to the accounting and bookkeeping profession. You understand it, see it in your daily feeds, and are surrounded by information on the cloud. Now it’s a matter of how to communicate these benefits to your clients so you can streamline their business and make both of your lives easier.

In this session you will learn how to position the value of cloud based accounting services to your clients. Helping them grasp the concepts, see the overall opportunities and growth that can come out of seamlessly working together. It starts by applying this effective, scalable roadmap for onboarding in your practice to see real results straight away so you have the confidence and the step by step know how to lead your clients, prospects and yourself to greater success in less time.

Learning Objectives

  • How to make sure your clients understand ‘what’s in it for them’.

  • Learn how to handle objections when converting desktop clients.

  • Understand why the first 30 days after signing the agreement is critical.

  • How to create a repeatable onboarding experience for each and every client.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Bora Lee

Dext
Manager
bora@receipt-bank.com
202 793 7199

Dext col

Bora has experience in various industries across both domestic and international locations. With an international background, her strengths including being the point of contact across various departments and consumers. Bora works to create a successful future for Receipt Bank and it customers.

About Our Presenter

Dext col

Dext is an automated, multiproduct accounting solution. With three products, we’re here to help reduce your workload, optimize your workflow, and free up your time.

Here’s a bit about our products and how they can help you:

Dext Prepare – allows you to collect client paperwork, accurately extract data and automate processing into any general ledger, streamlining your workflows so team members can work more closely with clients. It's the 4.7 star rated tool used by over 1 million people.

Dext Commerce – saves you time by automating your client’s sales data retrieval from online eCommerce marketplaces and digital payment methods. Get an overview of their sales performance and ensure sales tax compliance, no matter where they sell in the world.

Dext Precision – intelligent data cleanup, bookkeeping, and compliance tools designed for Xero and QuickBooks Online professionals. Identify mis-codings, track key liabilities, and spot unwanted changes to historical data.