The Client Conundrum: Changing Client Habits

With Peter Jarman and Rowan Van Tromp

Any computer, tablet or smartphone
Choose one of four sessions

Thu 19 Sep 2019 - Tue 01 Oct 2019
10:00 - 12:00 BST

Your efficiency and bottom line are heavily reliant on client cooperation.

Technology is key to taking your business to the next level, but clients are used to the old way. How can you get them to buy into the new process?

The key is having them see value in technology.

In ‘The Client Conundrum’, we’ll show you how to transition clients to an improved process easily and effectively.

You’ll understand how technology can revolutionise your business and save clients the pains of paperwork storage and maintenance. After all, they didn’t go into business to do paperwork (and neither did you!).

In these live sessions, you’ll see how to:

  • Change client habits through effective technology transition
  • Help clients see value in the tech you provide
  • Create new efficiencies across your process; from client submission to tax return

We'll be running four separate session, so pick the best day for you!

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Questions about this event?
Email us at partners@receipt-bank.com