The Onboarding Bottleneck: How Samera AI Transforms Client Onboarding
In accounting, winning a new client is only the start of the journey. The real test begins when you onboard them. It’s in the first weeks of a client-firm relationship that expectations are set, trust is built, and the groundwork for long-term retention is laid. Yet, for many accounting firms, onboarding is an operational sinkhole.…
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Why We Are Building Samera AI
Why We Are Building Samera AI: Solving the Real Challenges of Scaling an Accounting Firm Scaling an accounting firm sounds like a growth story on the outside: more clients, more revenue, bigger team. But behind the scenes, it’s a relentless cycle of firefighting, hiring struggles, and system inefficiencies. We learned this the hard way. This…