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From the Surgent ITS Blog
Checklist for onboarding new tax and accounting clients
They say you never get a second chance at a first impression, which is why your client onboarding process is so important. Onboarding, or the logistics and actions around getting a new client set up with your practice, sets the stage for…
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NATIONAL ASSOCIATION OF STATE BOARDS OF ACCOUNTANCY (NASBA)

CALIFORNIA TAX EDUCATION COUNCIL (CTEC)