Onboarding Bookkeeping Clients with Dubsado

In my boutique accounting firm, we use a system called Dubsado to manage all of our leads and proposals, as well as automate a lot of the onboarding process, which improves our client experience, allows clients to self-onboard with minimal back and forth, and keeps track of where things stand. In this video I'm going to give you a tour of how all of that works. If you're interested in setting up Dubsado for your bookkeeping or accounting business, head to dubsadodecoded.com to learn about our course. Sign up for Dubsado ($34/mo): https://www.dubsado.com/?c=shoupcpa (affiliate link) Sign up for Dubsado Decoded: http://dubsadodecoded.com