Building Automations

In this tutorial, Byron Patrick, CPA/CITP, CEO of VERIFYiQ, demonstrates how firms can automate their client onboarding process using Zapier, Make, and Microsoft Power Automate. By replacing manual entry with a centralized form (like JotForm), firms can automatically push customer data into systems such as QuickBooks Online, CRMs, and project management tools.

Each platform offers a unique approach, and the video walks through each tool’s setup, highlighting how even small workflow automations can significantly boost accuracy and efficiency. It’s a