fbpx

Live Webinar 

How to Get Documents from Clients Faster

Date: Thursday, January 26th

Time: 1pm EST

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.
Track client work and hit your deadlines
Start a free trial today to start using this and other
templates in seconds