client-onboarding

Here are 4 public repositories matching this topic...

christianfabi / taxdome-pipeline-automation-system

taxdome python automation

python api automation system pipeline workflow-automation lead-management process-optimization client-onboarding crm-automation taxdome tax-firm-operations

Updated Dec 22, 2025

XMSAVAGE7 / Client-Access-On-boarding-Reform-

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Process improvement project to streamline client onboarding and application access. Includes mock SOPs, process maps, and stakeholder feedback templates.

business-analysis process-mapping process-improvement client-onboarding operational-efficiency workflow-optimization cross-functional-collaboration ai-readiness sop-development healthcare-operations

Updated Jun 9, 2025

Verifax-LLC / orient-onboarding-tool

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SMMA Client Onboarding Tool

onboarding marketing-tools smma client-onboarding

Updated Jun 6, 2023
TypeScript

Sleepy-Nico / taxdome-pipeline-automation-system

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🚀 Streamline TaxDome pipelines with this automation system, enhancing reliability and visibility while eliminating manual tasks for complex client workflows.

python api automation system pipeline workflow-automation lead-management process-optimization client-onboarding crm-automation taxdome tax-firm-operations

Updated Jan 15, 2026

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client-onboarding

Here are 4 public repositories matching this topic...

christianfabi / taxdome-pipeline-automation-system

XMSAVAGE7 / Client-Access-On-boarding-Reform-

Verifax-LLC / orient-onboarding-tool

Sleepy-Nico / taxdome-pipeline-automation-system

Improve this page

Add this topic to your repo