What is your #1 efficiency tip for this year?

This is probably the most important question we should all be asking ourselves this year! We use a client portal also and find this is a key part of the process at all steps. Allows us to automate client data forms from before the first meeting, to sharing documents safely and getting all the required forms such as risk profile, engagement letter and anything else needed in the process. Plenty of great tech options and all about finding testing a few and finding which one suits your business best! (Allowing clients to book meetings online, digital signatures, online meetings, client portal...all extremely helpful)