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App Pack Series - How to Set Up end-to-end Automation for Your Firm and Scale Faster

  • Virtual Ontario Canada (map)

App Pack Series - How to Set Up end-to-end Automation for Your Firm and Scale Faster

In this webbie - which is part of the APP Pack Series, hosted by Financial Cents, Plooto and Wagepoint - we will talk about critical areas for firms to automate, why it's important, and how to use Financial Cents, Wagepoint and Plooto to do the systemization and automation heavy lifting.

Manual tasks are inefficient and unscalable.

If you are a firm owner or team member who spends much time on these tasks, you lose money that could have been earned by spending time on billable work. However, with several apps vying for your attention, choosing the right software can be difficult, even confusing. You don’t want to have a scattered tech stack that doesn’t flow together.

In this webinar, we want to show you why it’s critical for you to move to end-to-end automation and show you how to begin with FC, Wagepoint, and Plooto.


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Realize Meetup - Client Re-Engagement

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July 27

Dext & Financial Cents Present All the Apps You Need to Run a Successful Virtual Firm: Hacks and Tips