Onboarding new clients and employees in 2021

Key Details

21 Jan 2021
02:00 PM
ICB Online Events, Online,


This is a partner webinar hosted by Intuit Quickbooks

Onboarding is perhaps the most important step in building a successful relationship with new clients and employees. If you get things right from the start, you’re much more likely to retain them. 

However, a confusing onboarding process wastes time and leaves you and your new clients or employees feeling frustrated. 

Join QuickBooks for this interactive webinar where they'll discuss the best practices for onboarding both new clients and new employees to your practice. They will outline the frameworks to have in place as well as highlighting key features in QuickBooks that will help you save time and onboard with ease. 

The session will conclude with a Q&A.