Technical Training Client Onboarding and Going Green.mp4
Join Director of Practice Management Corey Brodsky and Michael Paxson for this special webinar on the new and improved client onboarding process. During this webinar, recent updates and enhancements to the client onboarding process will be discussed, with a demo of what clients will experience. Hands-on training will be provided. In addition, the firm's "Going Green" initiative will be revisited with discussion on how to sign-up and ensure clients are registered for e-delivery. Recorded August 19, 2020.