How to talk to clients about giving access to bank feeds

by Tanya Hilts

Getting past client objections can be a stumbling block for our industry working in the cloud, especially when it comes to talking to clients about gaining access to their banking information through the applications we use, including QuickBooks Online bank feeds. Concerns about security, passwords and what information will be visible are all objections.

It is important to gain insight and predict the most common client objections so that you can create a plan for how to turn them around. The following are the most common client objections and ways to mitigate their concerns.

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