How to Automate Clients Onboarding with SeQwens
As a tax professional, onboarding new customers is strategic because it sets a long-term relationship. This process is often tricky, but it doesn’t have to be. At SeQwens, we strive to automate your accounting workflow from the initial step: lead capture and onboarding. So if you’re looking to implement office automation into your tax business, here’s how our platform can help you.
How SeQwens Automates Client Onboarding
Avoid manual onboarding of your clients, use SeQwens to automate the process.
1. Initial Intake
Your clients can create their client portal directly from your website/social media page with your unique referral link. With this process, you can now streamline the client intake at the very beginning. Additionally, you can pre-screen clients, conduct onboarding interviews, and send welcome emails. Your clients will now have a clear expectation by reviewing the intake checklist provided in SeQwens. The automated intake process saves you time to focus on providing excellent service to your client and growing your business.
2. Communication & Email Marketing
Welcome emails set expectations and inform your customers on how business should be conducted to assist in a seamless transition.
SeQwens allows you to automatically send welcome emails to new clients. You can remain connected with your clients all the time. All communications between your team and your customer are monitored in real-time.
You can even sync your email account with SeQwens to see all emails sent to your client from your company. Most requests, client portal invitations, and other updates from SeQwens are sent to your customer via email.
3. Preparing & Sending Contracts
Contracts are crucial as they outline the working relationship between your tax business and the customer. They may include payment terms, the services to be delivered, and more.
With SeQwens, you can automate the workflow and automatically send contracts and request signatures from their client portal. You can also request your client’s electronic signatures for important documents relating to their tax returns.
4. Secure File Sharing
Our document management platform combines cutting-edge OCR technology, 100% secure file sharing, and workflow automation tools to change the way your practice handles paperwork. In addition, it keeps you and your customers at ease by providing secure file exchange.
All documents are encrypted with utmost security so you and your clients can securely share files. This is far much safer than having your client email their sensitive files to you. Also, you can control who accesses the documents by adding or removing authorizations at any time.
Ready to Onboard New Clients?
SeQwens is easy to learn, easy to use, and exceptionally reliable. You can start solving customer problems right away.
Call us today to know more about SeQwens or book a free demo now!
