Accounting – Risk and Acceptance – Boomer

Assess client risk and onboard new business — better and faster

Accelerate your accounting firm’s client acceptance

Winning clients is tough and retaining them is even tougher as ever-increasing competition, fragile relationships, and dwindling brand loyalty make it increasingly difficult to get focused and consistent customer attention. Establishing a smooth and timely acceptance and continuance process is a critical challenge.

Understand the importance of a well-designed acceptance process

Streamline your firm's onboarding and conflicts clearance processes

Although firms’ hiring and onboarding workflows vary significantly, most of these processes share one thing in common: they’re hampered by an inability to quickly capture data. Firm leaders must consider investing in technology that can help them create faster, more seamless processes that also protect them from potential conflicts.