Free demo: Digital microadvisory and automated client onboarding for tax advisors
Free demo: Digital microadvisory and automated client onboarding for tax advisors

Sebastian Kaiser-Mühlecker
HalloSophia | finothek GmbH, AT
1 recommendation
Advises in:
English
+ 1
Customized for:
Germany
Detailed description
In this free demo service, I explain in detail the processes and technologies required for digital microadvisory and automated client onboarding. This package is ideal for tax advisors who want to digitalise their advisory processes and make their client acquisition and support more efficient.
Please prepare the following information in advance so that I can prepare the session optimally:
Please prepare the following information in advance so that I can prepare the session optimally:
- Specific questions that you would like to have clarified during the consultation
- Your goals in relation to the digitalisation of your advisory services
- A link to your firm's website
This offer is aimed at tax advisors who:
- want to digitalise their advisory services,
- want to implement efficient onboarding of clients,
- are interested in using digital tools and platforms
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