Looking for something? Search for: Best accounting practice management software for UK firmsOctober 8, 2024 - by Drazen VujovicRunning an accounting firm in the UK is tough if you’re doing everything manually. This post will discuss the best accounting practice management software options you can use to streamline business operations.3 modern tools for effective payroll onboarding October 6, 2024 - by Sylva SivzExplore how the integration of modern technology and dedicated tools can streamline your payroll onboarding process.30+ questions to ask clients in a UI design questionnaire (+ free template) October 4, 2024 - by Sylva SivzGet a list of 30 helpful questions to ask clients in a UI design questionnaire to make sure you nail project expectations right from the beginning + get our free template!Top 10 accounting firms in the UKOctober 2, 2024 - by Drazen VujovicCurious about the biggest accounting firms in the UK? Here’s the list of the top accounting practices in the country.Accountant lead generation: 7 proven tactics (with examples)September 27, 2024 - by Drazen VujovicLooking to improve your lead generation strategy? Check out this article to learn tested methods to generate leads for your accounting practice.30 real estate closing gifts that will wow your clientsSeptember 24, 2024 - by Drazen VujovicWould you like to strengthen client relationships with a nice goodbye present? If yes, check out this list of 30 real estate closing gift ideas.Legal document automation: The ultimate guideSeptember 6, 2024 - by Drazen VujovicDocument automation is how lawyers can free up time for more important tasks. This post will discuss the essentials of legal document automation.Document automation software: Top 5 tools tested and rankedSeptember 4, 2024 - by Drazen VujovicSearching for the best document automation software? 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SurveyMonkey vs Microsoft Forms: Obvious differencesAugust 27, 2024 - by Drazen VujovicIf you’re not sure whether to use SurveyMonkey or Microsoft Forms, read on to learn about their pros and cons so you can pick the right tool for your projects.Typeform vs SurveyMonkey: Key features tested and comparedAugust 25, 2024 - by Drazen VujovicFinding it hard to distinguish between Typeform vs SurveyMonkey? We’ll help you out with this detailed overview of both form builders.Secure file sharing with clients: what are your options?August 23, 2024 - by Drazen VujovicLooking for the best way to share files with clients? In this post, we explore 3 types of secure file sharing platforms to help you make your choice.A beginner’s guide to customer onboarding metricsAugust 21, 2024 - by Sylva SivzNot sure what to track to measure the effectiveness of your onboarding process? 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In this post, we’ll show you how to create one.6 ways to help your clients get more website traffic fastAugust 7, 2024 - by Kris HughesContent strategy consultant Kris Hughes shows you six ways to grab more website traffic fast for your clients without writing a word.Succession planning questionnaire template: 21 questionsAugust 7, 2024 - by Drazen VujovicStill haven’t developed a feasible succession plan? We’ll help you kickstart the process with the right succession planning questionnaire.How to create a CRM questionnaire (examples included)August 6, 2024 - by Drazen VujovicCRM questionnaires can cover different aspects of your business. In this post, we’ll discuss three common options and show you how to create questions for each.Questions to ask in a wealth management questionnaire August 5, 2024 - by Sylva SivzGet a list of questions to ask clients in a wealth management questionnaire to help you understand their financial goals and create a strategy that suits their needs.50 questions to ask new hires in your employment intake formAugust 4, 2024 - by Sylva SivzGet a list of questions to ask new hires in an employment intake form to set them up for success in their new role. Get access to our template you can use to save time.How to create a mortgage questionnaire (free template included)August 3, 2024 - by Drazen VujovicA mortgage questionnaire is the simplest way to quickly gather information from borrowers. In this post, we’ll show you the questions to include in your template.Law firm time tracking: 5 tools worth testingAugust 2, 2024 - by Drazen VujovicLaw firm time tracking is essential for accurate billing and good client relationships. In this post, we’ll show you some of the best time tracking software options for legal professionals. 1 2 3 … 15 Next »
