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Gill1009 said:
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Can anyone recommend a particular onboarding software? I am still receiving and sending out paperwork through the post and would like to go completely digital, especially with MTD coming up next year.
I need something that my clients can send paperwork or files to me and I can then send their paperwork back for signing, and if possible will host their account so its always available to them as long as they remain a client, as well as the usual contracts and leeters of engagement stuff.
All suggestions welcome.
Gill R
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Hiya Gill
When you say onboarding, what do you include in that?
We use AutoEntry for our clients to send records, and MyDocSafe for approving documents/returns etc - which they can access through the portals.
There are also, complete practice management systems out there, but we don't use them.
Hope this Helps
Lynn
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