Learning Center / Client engagement

Client engagement

AU

Preparing your Ignition account for EOFY efficiency

ON-DEMAND

51 mins 20 Mar 2024

EOFY might still be 3 months away, but there’s a few small steps you can take now that will save you valuable time when you need it...

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NZ

The key to perfecting your Individual Tax Returns this EOFY

ON-DEMAND

31 mins 27 Feb 2024

In this webinar, we'll focus on creating proposals specifically for individual tax returns which will help to streamline your EOFY for...

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AU

Re-engaging your clients for the year ahead

ON-DEMAND

31 mins 14 Feb 2024

Join Sam and Ashlee — Key Account Managers at Ignition—as they share practical tips and insights on re-engaging your clients for...

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US

It's not too late to re-engage

ON-DEMAND

45 mins 10 Jan 2024

Join Maria Vasquez, Ignition Account Manager and Katarina Babic, Ignition Account Manager as they share practical tips and insights on...

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US

How to use automation in your end-to-end client engagement process

ON-DEMAND

40 mins 13 Dec 2023

Join Jeff Bielmann & Chris Ivanov (Key Account Managers) as they share practical tips and insights on how to use automation in your...

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US

Renewing proposals and creating proposals at scale

ON-DEMAND

33 mins 06 Dec 2023

Are you looking to renew your current proposals for the new year? Do you have a large volume of clients that you need to engage with in a...

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US

Prepping for Busy Season - A practical look at how to scale effectively this year end

ON-DEMAND

67 mins 25 Oct 2023

Join Ekin, Evan, and Leandra to learn how to master year end at scale with Ignition and understand how to;Build scalable processes to...

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US

Unlocking Success: Strategies to Grow Your Practice and Define Your Scope of Work

ON-DEMAND

40 mins 29 Sep 2023

Join Ignition's Key Account Managers, Leandra and Katarina, for this webinar session as we discuss the ways Ignition can help grow and...

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