Receipt Bank Blog>Stories>Accounting for the future: 10 Easy Ways to Onboard Clients Remotely

Accounting for the future: 10 Easy Ways to Onboard Clients Remotely



Onboarding is delicate and should be approached with care but when you’re unable to meet in person, how do you create a client connection remotely? We asked our Orange Select partner community to offer up suggestions on how to ace this important phase online. 

1. Make it an educational opportunity

“We run a workshop with the client’s team via Skype to show them how Receipt Bank works and how we can make it work for their business. It can take us between an hour to a day to get them up to speed, but they always have questions. We run further workshops until they have a full understanding.”

Tom Quick, Caseron Cloud Accounting

2. Get (virtually) hands-on

“Setup the account before sitting down with the client. Show them how to access the Receipt Bank app on their phone, and offer to show their team. Ensure that they have a few receipts available to help show them how quick and easy the upload and coding is.”

Donna Carswell, Quantum Events Limited

3. Be clear about the benefits no matter where you are

“Explain to them how it cuts down their time. Business owners are normally incredibly busy and their time is valuable. I find a lot of clients using Google Drive or Dropbox when they could be using Receipt Bank. Most people can use the mobile app within seconds so they are able to see the benefits straight away – it sells itself.”

 Emily Mockett, Busy Bee Business Solutions

4. Have weekly reviews 

“I use a cheat sheet which summarises the steps from start to finish. We then carry out weekly reviews and a telephone call.”

Elsa Jones, Elsa Jones Accountants

5. Practice makes perfect

“We have a practice business and we use this to show clients how to upload receipts and allocate expenses. We find by getting them hands-on from the beginning, they build up their confidence and are able to continue the process themselves. We also check their accounts weekly to make sure they are uploading and completing the allocations. This is helpful because if there are receipts sitting for a couple of weeks we contact them to see how they are going, and offer assistance if required.”

Aileen Lyons, yourBIZ – bookkeeping and accounting 

6. Use a checklist for consistency 

“Make sure your team uses a checklist so each client has consistent processes.”

Daniel Harrison, Harrisons Accountancy Ltd

7. Workshop it online

“Run client workshops [online] and do a process map between the old way and new way with the introduction of Receipt Bank. Help the client understand the process of using Receipt Bank is as important as actually using the application.”

David Gava, Omnia Business Solutions 

8. Don’t let distance stop you

“I’ve found it’s best to set up a meeting, in person ideally, though any sort of teleconference call can work too, to show how the software works and address any questions. Monitoring progress happens on the admin side naturally by going through and publishing receipts. From my computer, I can update reference material or send reminders on best practices for categorising and classing receipts.”

Nico Walker, Sport & Social

9. Make it a packaged deal 

“I offer it as part of the package for all new clients, existing ones I phase on to it. I make sure all new clients know of it and encourage them to use it on the basis that it will save them time, even though it actually makes my life much easier too.”

Lauren Farrell, Hello Accountancy Ltd

10. Use resources at your disposal

“Send out a cheat sheet with a link to [Receipt Bank] training videos. A lot of our clients are remote, so don’t come into our offices for face to face training. We also hold online video calls, screen sharing so the client can see exactly what we’re doing to process receipts, and can then do it themselves.”

Andrew Scouller, Inform Accounting Ltd

Remote work doesn’t have to take away from a powerful collaboration between your firm and clients. Let innovation lead the way when proximity is an issue.

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