Client Document Management: Securely Requesting, Storing, And Delivering Documents
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.
Sponsor
We'd like to thank our launch sponsor Corpay One for making the Accounting Automation Workflow Podcast possible.
Visit: https://accountingautomationworkflowpodcast.promo/corpay
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
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This podcast is a production of the Accounting Podcast Network
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Full transcript available upon request.
Want to sponsor this podcast?
Full transcript available upon request.