Tune into this 45-minute webinar focusing on streamlining your practice management app stack for the new financial year.
We’ll hear from Rebecca Mihalic, Director at BusinessDEPOT, Rob Cameron, CEO of FYI and Breanna Martin from Xero. We’ll learn how BusinessDEPOT uses Practice Ignition, FYI & XPM to create an efficient, connected practice. We’ll also unpack how you can avoid app overwhelm, eliminate double entry of data and unpack the best workflow for client re-engagements.
This webinar will contain a practical component, giving you tips and tricks on how to implement;
- Automated document management and workflows with FYI
- Streamlined onboarding and payments with Practice Ignition
- Staff, job and client reporting with Xero Practice Manager
This webinar will include a deep dive into the process from the proposal stage through to completed work, and will give you a framework to implement in your firm for this new financial year.
Want to save hours in administration time through automation & integration, allowing you to spend more time working with your clients on the things that really matter?
Find out how - Register now.