Transferring Clients to a New Employee

Use your workflow software to guide training.

By Jody Grunden

When it comes to onboarding new employees, workflow management software can be extremely helpful in streamlining the process. In most cases, as we grow, new employees take over existing clients from other team members. They still need to meet with the other team members to discuss what’s needed for each client, but the workflow management software serves as their roadmap during that time.

MORE: How to Evaluate Workflow Management Software | How to Profit with Workflow Apps | Cyber Security at a Virtual CPA Firm | Top Tech Choices for the Virtual Firm | Keeping the Right People on the Bus | DiSC Helps Remote Team Work Together Effectively | 3 Ways to Keep Client Files Safe from Security Threats | The Rise of the Virtual CFO
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Although much of the process may be very similar from one client to the next, each client has its own individual needs. The roadmap is an important tool that guides new employees through the day-to-day workflow for each individual client.