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
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