Episode 4 of the ePlatform Show featuring Chris Eder and Jonathan McKearney. The topic is Automated Onboarding Systems for accounting firms, with a focus on improving efficiency and client experience. Watch now on ePlatform.

Automated Onboarding Systems

The ePlatform Show
September 29, 2024•2 min read

Boosting Efficiency with Automated Onboarding Systems

In Episode 4 of The ePlatform Show, we dive into the impact of automated onboarding systems on accounting firms. Special guest Jonathan McKearney, CPA and owner of Jonathan McKearney Professional Corporation, shares his experience of transitioning his firm to an automated workflow using ePlatform's CRM. With a focus on saving time and enhancing the client experience, Jonathan and Chris Eder break down the benefits of implementing automation.

What You'll Learn:

  • How Jonathan's firm grew significantly post-COVID and the importance of managing client relationships.

  • The challenges of traditional onboarding processes and how automation simplifies them.

  • The efficiency gains from using automated systems for scheduling, onboarding, and communication.

  • How ePlatform's customized onboarding system reduced Jonathan’s onboarding time by 75%.

  • The impact of automated email and text messaging for keeping clients informed.

Key Highlights:

  1. Customized Workflow: Jonathan’s firm transitioned from manual onboarding to automated processes, significantly improving efficiency. By using ePlatform’s CRM, Jonathan created a custom workflow that streamlined communication and onboarding tasks.

  2. Automation Benefits: Automation reduced the time needed to schedule appointments and gather required client information. Jonathan estimates that this shift saved him around 75% of the time spent on onboarding new clients.

  3. Client Experience: By using ePlatform’s automated reminders and communication tools, Jonathan ensured that clients stay updated and engaged throughout the onboarding process. His clients appreciated the seamless, user-friendly experience.

  4. Collaboration and Training: With ePlatform’s onboarding training and support, Jonathan’s team quickly adapted to the new system. The ability for multiple team members to access information ensured better collaboration and faster responses to client inquiries.

What Now:

If you’re an accountant or a small business owner looking to save time, reduce manual work, and enhance client relationships, automated onboarding is a game changer. Whether you're scaling your firm or simply looking to streamline your operations, automation can provide the efficiency and control you need to grow sustainably. ePlatform's CRM offers tailored solutions that fit your unique business needs.

Connect with Jonathan McKearney:

Connect with Chris Eder:

Final Thoughts:

This episode highlights the incredible impact that automated onboarding systems can have on an accounting firm’s efficiency and client satisfaction. Jonathan’s success story showcases how automation saves time, reduces administrative burdens, and enables teams to focus on delivering value to clients. If you're looking for ways to streamline your firm's operations, this episode is a must-watch!

Watch Episode 4 of The ePlatform Show now and discover how automation can transform your business!

Watch Now:

Automated onboarding systemsCRM for accountantsAccounting software solutionsWorkflow automationClient onboarding solutions
Chris Eder is a CRM and marketing automation expert, founder of ePlatform, and host of the ePlatform Show. With a passion for helping small businesses streamline their operations and grow through automation, Chris specializes in CRM software solutions, lead generation, and workflow automation. His mission is to transform the way businesses manage sales and marketing, offering innovative tools that increase efficiency and drive results. As a seasoned entrepreneur, Chris brings real-world experience to every client, helping them scale and succeed.

Chris Eder

Chris Eder is a CRM and marketing automation expert, founder of ePlatform, and host of the ePlatform Show. With a passion for helping small businesses streamline their operations and grow through automation, Chris specializes in CRM software solutions, lead generation, and workflow automation. His mission is to transform the way businesses manage sales and marketing, offering innovative tools that increase efficiency and drive results. As a seasoned entrepreneur, Chris brings real-world experience to every client, helping them scale and succeed.

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