howtogetdocumentsfaster





Live Webinar 

How to Get Documents from Clients Faster

Date: Thursday, January 26th

Time: 1pm EST



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Busy season, no problem!

In this webinar, we’ll show you how to use automation to get documents from your clients faster:

We’ll cover




How to automate the data collection process with just a few clicks



How to use text reminders to ensure clients send documents to you faster even when they are on the go




How to make sure clients don’t omit any task or document



Get more work done faster and avoid friction with your clients







Limited Seats Available

Thank You, we’ll be in touch soon.



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