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Helping your business stand out with onboarding tools

Jessica Pillow of Pillow May chartered accountants considers the different tools available for onboarding clients into your growing cloud practice, including examples with GoProposal and Practice Ignition.

Using these onboarding tools will help future-proof your business as your client base expands. Firms that prioritise onboarding really stand out, setting the best practice in the industry as they create greater opportunities for both upselling and referrals. Some practices have won awards in practice excellence based on their ability to build a professional, seamless onboarding system.

Jessica Pillow, managing director, Pillow May chartered accountants