#Lightspeed Client Communication

Run Time:   30 minutes

Date:

Thursday 7th November 1:00PM AEDT

Description:

Join the Client Success team in this 30-minute pre-recorded webinar to get our best practice advice for #lightspeed client communication.

This event has been tailored to your top requests and frequently asked questions, so come along and find out the answers and solutions to get even more out of your FYI platform.

In this webinar, we will cover:

  • Best Practice for Sharing & Receiving Documents with Clients
    Our team will take you through best practice processes to seamlessly share and receive documents with your clients.
  • Bulk Emailing your Clients with FYI Automation
    We’ll guide you through how to use the Automation Engine to bulk email clients for super easy and secure communication.
  • Your Questions Answered
    Loads of tips and tricks to help you better manage your documents and emails with FYI.

If you can’t make the live event, register to receive the resources post-event including the webinar recording.

Anna Cochrane

Client Success Consultant
FYI

Anna has been in the Accounting Software industry for over ten years across key Accounting software companies. She has a passion for seeing time saved and loves seeing firms embrace technology that will create efficiencies for both the team and clients. Anna manages new FYI practices, assisting them in their onboarding and ensuring they start on the path to building these efficiencies through FYI.

Lauren Marsh

Client Success Consultant
FYI

Lauren has over 11 years experience in the accounting industry, both productive roles and practice management, she understands how game changing a good piece of software can be to a practice. Lauren now works with the Client Success team ensuring each individual practices' Onboarding journey to FYI is easy and seamless. She loves helping our clients maximise the benefits that FYI can bring, ensuring scalability, increased efficiencies, time savings and overall success.

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