Complimentary eBook
Intuit Users: Create a Consistent and Efficient Client Experience with this 5-Step Checklist
One of the most effective ways to simultaneously create efficiency in your practice and elevate your service level is to create consistency in your client experience.
As an Intuit user, you’re already ahead of the game. Now, take your practice to the next level with insights from Dawn Brolin, CPA, CFE. In her checklist, Dawn shares her secrets for creating a consistent and efficient client experience.

Key Benefits:
  • Streamline your Intuit-integrated workflows
  • Enhance client communication and collaboration
  • Implement a secure, efficient document management system
  • Optimize document and data intake processes
  • Leverage e-Signatures to finalize engagements faster
Complete the form to access these exclusive insights, and get started on improving efficiency in your firm today!

About the Author:
Dawn Brolin, CPA, CFE, is a renowned accounting expert and author. As the CEO of Powerful Accounting and The Designated Motivator, she’s helped countless firms optimize their processes and grow their practices.
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