In this session, Dawn Brolin, CPA, CFE, shares her step-by-step client onboarding process for three key client service opportunities—monthly accounting, tax preparation, and advisory service—using her onboarding technology linchpins, Liscio and SmartVault. 

During the session, you will learn Dawn’s approach to eliminating bottlenecks, cyber security risks, and the inefficiencies that reduce profitability during client onboarding. By leveraging two key players in her Team Brolin Starting Lineup Tech Stack, Liscio and SmartVault, Dawn will break down a practical onboarding process enabling you to take on more clients, in less time, while providing each one with an exceptional experience.

You will also see the exact client engagement and other templates that Dawn uses in her client onboarding process as well as how she uses specific technology tools to make the entire process streamlined, secure, and seamless. At the end of the session, you will have everything you need, step-by-step, to make client onboarding more efficient and your client experience even better in your firm.

Learning Objectives:

• Identify the importance of having a tech stack that supports your client onboarding process and how it will benefit clients and your firm


• Design a systematic, secure, and seamless client onboarding workflow starting with efficient and seamless communication and a secure, easy-to-implement document management system for the collection and organization of all necessary information


• Give examples of the templates that are essential for implementing an efficient and effective client onboarding process


• Evaluate your client onboarding workflow and tech stack to identify gaps that you need to solve for