This fourth session in the advanced workflow management series explores methods to increase the satisfaction of your clients and service them faster by bringing them into your workflow. 

Using examples of specific workflows, see how Intuit Practice Management, powered by Karbon can help you:

  • How to manage their onboarding process using templates and work items

  • Client request automation

  • The power of bringing your client communication into your workflow

  • How to involve the team on multi-project clients

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