client onboarding tax and finance

Better Client Onboarding for Tax Professionals and Financial Advisors

YouCanBookMe makes the financial advisor onboarding process easier. Let's talk about how.

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Hannah Ouijdani

Hannah Ouijdani

August 2024
8 min read
youcanbookme Customer of the week: passion.io

Passion.io's Ultimate Scheduling Success Story

Learn from Onboarding Team Lead, Georgie Ionescu on how to deliver exceptional booking experiences for customers across your entire team.

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Connecting through communication with Corine La Font

A Communications Expert's Secret To Seamless Client Connections

Learn how a communications pro makes client connections stronger, boosts performance, and creates more wins with YouCanBookMe's leading scheduling technology.

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Solving people problems through coaching

The accidental entrepreneur’s secret to saving time (and energy)

What do you do when there's so much to do and not enough hours in the day? Well, Gareth Marlow found a scheduling tool to free up his time to do what he did best: help leadership teams at tech startups scale their business.

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