Every year the same compliance work needs to go out for the same clients, but the same disconnected processes slow it down.

When each step in the compliance workflow feeds the next correctly, every step becomes easier. The work gets done faster, nothing gets missed, and your team isn't picking up and putting down the same jobs multiple times a month.

Join us on Tuesday 21 July for a 60-minute walkthrough showing how Link, Xero, Content Snare and SuiteFiles connect to take annual compliance work from allocation through to invoice, so client work doesn't wait on a spreadsheet, an email, or someone's memory.

1. Allocating compliance work in Link using automated workflow allocation, with live capacity so nobody is overloaded before work begins.
2. Collecting updated client information and AML requirements using Content Snare, synced directly to XPM.
3. Delivering the work using Link's capacity-driven workflow, with custom task states and remaining time keeping jobs on track and within budget.
4. Storing completed financial statements and collecting signatures in SuiteFiles, without a third-party signing tool.
5. Invoicing from XPM once the work is done, with time and invoicing always aligned.

By the end of this session you will have a clear picture of what a connected annual compliance workflow looks like in practice and how each step feeds the next.

We'd love to see you there! But if you can't make it, everyone who registers will be receiving a recording to watch later.