Automating and streamlining your client onboarding process using Practice Ignition

  • 3 November 2020
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Automating and streamlining your client onboarding process using Practice Ignition
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Using Practice Ignition you can turn your proposal, terms of service and payment collection into a single smart contract. 

 

By integrating Practice Ignition with your Karbon account, you can create a seamless client onboarding experience. Once you’ve mapped out your services from Practice Ignition to your Karbon templates it’s as simple as your client signing the proposal and the integration between Practice Ignition and Karbon automatically creating that work item for you.

 

Learn more about setting that up here or sign up for our Practice Ignition + Karbon Masterclass where you can learn: 

  • A practical understanding of how Practice Ignition can integrate with your Karbon account to save time across your team and ensure work is automatically allocated to the right people

  • The importance of aligning your sales & service workflows to ensure every piece of work has a signed proposal and terms

  • How other accounting firms are using Karbon and Practice Ignition together to benefit their efficiency, accounts receivable, and reporting

 

We would love to hear from you if you’re already using Practice Ignition, what are some best practices you’ve found to best help your firm? 


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