The Hidden Cost of Chasing Clients for Documents
How much time does your firm spend chasing clients for engagement letters, ID documents, and bank details? Discover the real cost, and what to do about it.
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Still asking clients to email sensitive documents? There's a better way.
Many UK accountancy firms still rely on email to collect passports, bank statements, signed forms and tax documents. A secure client portal offers a more organised, professional and efficient alternative.
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