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    Client Onboarding Automation

    Will onboarding automation work with my existing practice management software?

    Onboarding automation with practice management software works seamlessly — we integrate with Karbon, Canopy, Financial Cents, Jetpack Workflow, and other major platforms.

    Yes. We integrate with all major practice management platforms including Karbon, Canopy, Financial Cents, Jetpack Workflow, and others. If your software has an API, we can connect it. This means no double data entry—client information flows automatically between systems.

    Related Questions

    How long does it take to implement client onboarding automation?Can I customize the intake forms for different service types?What happens if a client doesn't complete their onboarding steps?

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