Navigating Busy Season: Proven Tactics for the Year Ahead

Presented by: Roisin Nash (Circit), Joe Atkinson (Circit) | Duration: 37:20

A practical, tactics-focused webinar giving audit teams everything they need to prepare for the upcoming busy season. Róisín and Joe walk through how to set clients up effectively for the year ahead, covering workflow optimisation, the process of rolling forward confirmations, and how to keep users organised across the platform.

In this Webinar you will learn:

How to optimise workflows in the Circit Action Area for maximum efficiency during busy season
The quick-step process for rolling forward confirmations from one period to the next
How to organise users on the platform to ensure clear ownership and accountability

Watch now!

NCI Business Centre, Mayor Street, IFSC, D1. The CHQ Building. Dublin

Circit Limited is authorised and regulated by the Central Bank of Ireland for the provision of payment services, register reference C176625.
Circit UK Limited is authorised and regulated by the Financial Conduct Authority, for the provision of payment services, register reference 989346.