About this Talk
For accounting firms bogged down by repetitive admin tasks, automation can be a game-changer. In this session, learn how tools like Zapier and Make can simplify your daily processes, reduce manual data entry, and give you more time to focus on clients and growing your firm.
Key Takeaways:
- Automate routine tasks like client onboarding, invoicing, and report generation by connecting Zapier and Make with your accounting software.
- Streamline your tech stack to create workflows that handle data entry, scheduling, and file management automatically.
- Enhance client satisfaction by delivering a faster, more seamless service experience through automation.