[MINI] Ep 2 ⎸ How to Get Bank Statements in a Timely Way

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In this MINIsode, I answer the question, How do you get bank statements from your clients in a timely way?

You’ll hear:

• systems my firm uses for getting bank statements
• what to ask your client during onboarding

Resources mentioned in this episode:

• Relay Bank (affiliate link)
• Hubdoc

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