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Create client records from new accounting contacts today

Create client records from new accounting contacts today

Your new customer contacts in accounting don't appear in your client database, causing onboarding delays. Get consistent client records created so onboarding starts same day.

Create client records from new accounting contacts today

Overview

Client intake trapped in accounting slows onboarding and creates manual work for coordinators. This flow captures new customers, logs a form entry for traceability, and creates a deduplicated client record so onboarding can begin same day.

Create client records from new accounting contacts today