What people keep running into with client onboarding
Complaints tagged client onboarding, each raised by more than one person. One-off posts are not included.
3 recurring problems · 37 people · 10 forums we read
Raised more than once
Most people first.
- 22Vendor tech support takes months to respond to ticketsVendor technical support teams often leave tickets sitting unanswered for weeks or months, even for straightforward questions that require simple answers. This leaves IT professionals stuck waiting helplessly and unable to resolve critical system issues like DLP policies in Purview.
- 11How do you keep track of clients, projects, deadlines, and follow-ups?Running a small business often leads to details slipping through the cracks, specifically during the handoff phase rather than with raw data. This lack of a seamless transition makes it difficult to reliably manage clients, projects, deadlines, follow-ups, and payments without losing track.
- 4Taking over bookkeeping with no records or account loginsStepping into an 11-year-old business with no prior internal bookkeeping records and missing account credentials leaves new bookkeepers overwhelmed and unable to access past files. Without direct access or an established history, rebuilding the books from scratch requires piecing together data from limited reports and tracking down essential supporting documents.
Comes up alongside
Topics that keep appearing on the same problems — not topics with similar names.