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.