Looking for something? Search for: Choosing finance broker softwareJuly 27, 2024 - by Sylva SivzDiscover how finance broker software can benefit your business’s operations, some top options on the market, and what to consider before you make your choice.6 tips for enterprise onboarding successJuly 26, 2024 - by Sylva SivzDiscover 6 tips for designing a strong customer onboarding process that will impress your enterprise customers.SurveyMonkey vs Google Forms: A detailed comparisonJuly 25, 2024 - by Drazen VujovicNot sure whether to choose SurveyMonkey or Google Forms? We’ll show you the pros and cons of each tool so you can pick the right tool for your projects.How to be a successful real estate agent (5 strategies)July 24, 2024 - by Sylva SivzHow can you be successful as a real estate agent? Read this post to discover what constitutes success in real estate and learn 5 strategies for crushing the game.Best software for real estate agents: 9 tools worth testingJuly 23, 2024 - by Drazen VujovicFrom onboarding to showings, real estate agents can choose from all sorts of outstanding tools. In this post, we’ll help you make a decision by showing you 9 solutions for different use cases.Client portals for law firms: 5 tools to make your work (and life) easierJuly 22, 2024 - by Drazen VujovicNot sure which client portal to choose for your law firm? Read our post to learn the ins and outs of picking the best client portal software.Top 5 real estate client portal solutionsJuly 18, 2024 - by Drazen VujovicLooking for a client portal for your real estate agency? Check out the analysis of our five favorite options.Tools for fast & secure client data collectionJuly 17, 2024 - by Drazen VujovicStill using email for client data collection? Check out this post to learn much better ways to gather information from clients.40+ questions to ask in a client tax questionnaire July 16, 2024 - by Sylva SivzGet a list of questions to ask when filing a tax return plus get access to our tax questionnaire templates to speed up the process altogether.How to create a divorce questionnaire (free template included)July 15, 2024 - by Drazen VujovicLearn the basics of creating a divorce questionnaire and some of the most important questions to include in your template.50+ questions for a market research questionnaire (free template included)July 14, 2024 - by Drazen VujovicNot sure how to compile a solid market research questionnaire? We’ll show you 50+ questions to include in your template.How to create a bankruptcy questionnaire (free template included)July 13, 2024 - by Drazen VujovicLearn the basics of creating a bankruptcy questionnaire and some of the most important questions to include in your template.How to increase client engagement (5 ideas)July 12, 2024 - by Sylva SivzDiscover 5 different ideas on how to increase client engagement if you run a professional services business of any size.50+ questions to help you make a due diligence questionnaireJuly 11, 2024 - by Drazen VujovicCreate a comprehensive due diligence questionnaire by following the best practices and real examples.A ready-made financial planning fact find templateJuly 10, 2024 - by Drazen VujovicThe financial planning process is much easier if you have an information-gathering form at your disposal. This post will show you how to create a perfect fact find template.5 tools to streamline accounting firm marketing effortsJuly 9, 2024 - by Sylva SivzDiscover some handy tools and software accounting firms can use to amplify their marketing efforts.5 law firm marketing ideas to refresh your marketing strategyJuly 8, 2024 - by James RoseDoes your law firm’s marketing strategy feel like it needs some love? Here are 5 law firm marketing ideas and tactics you can explore to refresh your marketing efforts.Comparing the best software for law firms in 2024July 7, 2024 - by Sylva SivzHow do you decide which software is best for your law firm? We compare the pros and cons of some top legal practice management software in this post to help you make your choice.A modern tool for digitizing investor onboardingJuly 6, 2024 - by Sylva SivzUnderstand all the steps of the investor onboarding process and how the help of modern tools like Content Snare can help you collect information more efficiently.How to verify your clients’ identity onlineJuly 5, 2024 - by Drazen VujovicIdentity verification is one of the pillars of digital-oriented businesses. In this post, we’ll show you how to successfully verify your clients’ identity online. 3 must-have productivity tools for graphic designers July 4, 2024 - by James RoseDiscover the essential tools to streamline your graphic design workflow, save time, and boost efficiency, whether you're a seasoned pro or just starting out.How to choose a tax organizerJuly 3, 2024 - by Sylva SivzDiscover how tax organizers can streamline the tax preparation process for accountants and individuals and get to know some of the best options on the market.Estate planning software: 3 tools worth consideringJuly 2, 2024 - by Drazen VujovicLooking for reliable estate planning software? Read this post to see our top recommendations.The best resources for accountantsJuly 1, 2024 - by Drazen VujovicWould you like to learn more about the accounting industry? Read on to discover some of the best resources for accountants.Secure file transfer methods: Types, tips, and toolsJune 30, 2024 - by James RoseLearn about the common types of secure file transfer protocols and some of the best tools for safe data management.tTax preparation tools for accountants to work smarterJune 29, 2024 - by Sylva SivzExplore various tax preparation tools you can use to streamline your tax workflow and enhance the customer experience as an accounting professional.Choosing a mortgage broker CRMJune 28, 2024 - by Drazen VujovicDiscover common features of mortgage broker CRM systems and compare 3 market alternatives.5 ways to improve the client experienceJune 27, 2024 - by Drazen VujovicDiscover why investing in your client experience can bring you a competitive advantage and learn 5 ways you can start improving your client experience right away.Client collaboration portal: Best options for different use casesJune 26, 2024 - by Drazen VujovicLooking for a reliable client collaboration portal? In this post, we’ll show you some of the best platforms across different industries and use cases.Shielding legal assets: A guide to cybersecurity for law firmsJune 26, 2024 - by Drazen VujovicLearn how law firms can fortify their digital perimeters to protect sensitive client information (and their reputation). 1 2 3 … 14 Next »