Client Document Management: Securely Requesting, Storing, And Delivering Documents

from Accounting Automation Workflow Podcast · host Brian Clare and Heather Satterley

Sponsor We'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible. Visit: https://accountingautomationworkflowpodcast.promo/corpay Get in Touch with Heather twitter.com/HSatterley facebook.com/hsatterleyZAP linkedin.com/in/heathersatterley theappyhour.com satterleyconsulting.com satterleyaccounting.com Get in Touch with Brian twitter.com/blueprintbrian twitter.com/blueprintottawa linkedin.com/company/blueprint-accounting-inc facebook.com/blueprintaccounting instagram.com/blueprintaccountinginc Links Leave a review on Apple Podcasts or Podchaser Browse a list of Accounting Conferences Have an Episode Idea? Let us know Subscribe Subscribe to the Accounting Automation Workflow Podcast in your favorite podcast app! This podcast is a production of the Accounting Podcast Network Want to sponsor this podcast? Full transcript available upon request.

Episode metadata supplied by the publisher feed · Published Jun 21, 2021

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What this episode covers

In this episode of the Accounting Automation Workflow Podcast, the co-hosts Brian Clare and Heather Satterley learn how to increase your firm's productivity by organizing how you request, store, and deliver your client's documents. Using Automation tools like Zapier, Hubdoc, Liscio, Sharefile, and Karbon. Allowing the client's data to be easily accessible and easy to use.

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Client Document Management: Securely Requesting, Storing, And Delivering Documents

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This episode is 24 minutes long.

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This episode was published on June 21, 2021.

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