Revolutionizing First Impressions with Simplified Beginning
What is it?
We've revolutionized the onboarding process to make your initial experiences with us smooth, enjoyable, and hassle-free with Botkeeper Infinite's Self-Guided Onboarding. Say goodbye to archaic methods and embrace a new way to welcome clients—friendly, engaging, and ultra-efficient.
Why does it matter?
A memorable and positive starting experience is crucial. It not only reflects your commitment to modern, efficient, and user-friendly interactions but also demonstrates that you value your clients' time and business. In a world where every second counts, delivering a seamless onboarding process can set the tone for a lasting and fruitful partnership.
How does it work?
By incorporating cutting-edge technology and intuitive designs, we ensure the onboarding process is smooth, straightforward, and pleasant. We aim to remove unnecessary complexity and learning curves, focusing on user-friendly interactions that make newcomers feel right at home.
What Now?
Can't wait to redefine first impressions with your clients? Stay tuned for more exciting updates on our Seamless Self-Guided Onboarding coming with the launch of the new Botkeeper Infinite package in Q1 2024!
How do I add a client?
- Navigate to the Clients tab in Portal Manager
- Click Add Client
- Fill out fields
- When choosing QuickBooks Online or Xero for the Accounting Software, step 2 will appear for connecting the GL
- Connect GL
- Set up complete!