The Intuit Practice Management Onboarding Experience
December 17, 2020 | 12:00 p.m. Eastern Time | Presented by Clayton Crouch and Jeremy Herbel
In this webinar we will discuss how Intuit Practice Management's onboarding process sets your firm up for success. Hear real stories of how Intuit's skilled team partners with firms to make sure each firm has exactly what it needs every step of the way.
The onboarding process goes beyond signing into the application and loading some data. We work with our firms to determine what their system needs to look like, including in-depth training on how to use the product, and follow ups after going live to ensure everything is going smoothly.
Register to learn:
- What is including in onboarding
- Why an onboarding plan important
- What are common pain points and how to avoid them
- How long does it take to get up and running