Mastering client onboarding with Automation & AI

Looking to make client management easier for your firm? Join us for a practical, down-to-earth session with firm owners Natalie Lennon (Two Sides Accounting) and Sarah Lawrance (Hot Toast), where we’ll dive into how technology can streamline everything from onboarding—to payment.

This isn’t about adding more tools to your plate—it’s about using the right ones to make your teams life easier. We’ll cover real-world strategies to help you maximise efficiency and make your processes run smoother.