Looking for something? Search for: Xero Ask vs. Content Snare for Accountants: A ComparisonDecember 1, 2023 - by Sylva SivzExplore the pros and cons of Xero Ask vs Content Snare for data collection and client collaboration in this comparative blog post for accounting professionals.3 modern client communication tools that put email to shameNovember 28, 2023 - by Sylva SivzDiscover the ways that modern client communication tools can speed up response times and enhance client collaboration.Client-to-agent linking: how Content Snare eases the headacheNovember 27, 2023 - by Steve AshThe ATO's client-to-agent linking process can be difficult for your clients to go through. Here's how to make it easier.5 things your client wants from their accountantNovember 7, 2023 - by Steve AshRead this post to learn how to exceed your clients’ financial needs and build stronger client-accountant relationships.How Content Snare makes holiday season a breezeNovember 6, 2023 - by Steve AshStill not ready for the holiday season? Read this post to learn how Content Snare can help you gather information from your clients on timeTop questions to ask in student enrollment forms + free templateOctober 29, 2023 - by Sylva SivzGet a list of questions you can ask in student enrollment forms and discover how data collection tools can help speed up the enrollment process altogether.Questions to ask in a student registration form + free templateOctober 26, 2023 - by Sylva SivzGet a list of questions you can ask in a student registration form and use our free template to start building your form for your school.Top 10 accounting niches for your practiceOctober 24, 2023 - by Drazen VujovicStruggling to find the right accounting niche? In this post, we’ll show you 10 niches that show great potential for accounting professionals. How to create an IT onboarding checklist for your clients (template included)October 22, 2023 - by Drazen VujovicNot sure how to onboard a new client? Read this post to learn how to create a comprehensive IT onboarding checklist.Request access to Facebook page: A step-by-step guideOctober 19, 2023 - by Drazen VujovicAccessing your client’s Facebook Page is often a daunting task. Read this post to learn how to do it in a few simple steps.5 client onboarding best practices for making a lasting first impression October 17, 2023 - by Sylva SivzLearn 5 client onboarding best practices you can apply to any type of business to impress your clients.Customer success best practices: 7 tips to knowOctober 15, 2023 - by Drazen VujovicNot sure how to build your customer success strategy? Read on to learn about some of the best practices in this field!Best bookkeeping niches to monetize your skillsOctober 12, 2023 - by Drazen VujovicStruggling to find the right bookkeeping niche? In this post, we’ll show you 10 niches that show great potential for bookkeeping professionals.Content Snare: The best alternative to PDF formsOctober 10, 2023 - by Drazen VujovicStill using PDF forms? We have a much better alternative. Read on to see how Content Snare can make your and your client’s lives much easier.Client offboarding checklist: Say goodbye with styleOctober 8, 2023 - by Drazen VujovicWatching your client go is never a good thing, but it doesn't have to end on a sour note. Check out our client offboarding checklist that ensures you bid farewell with finesse and professionalism.Best places to learn about web design trendsOctober 5, 2023 - by Drazen VujovicWeb design trends change rapidly. In this post, we’ll show you the best places to go to get inspiration for your web design projects.Best survey tools (free and paid)October 3, 2023 - by Drazen VujovicStruggling to find the right survey tool? Read on to see our list of the best platforms for everything from small businesses to academic research.5 benefits of using a client management system in accountingOctober 1, 2023 - by Drazen VujovicCan't handle the ever-growing workload in your accounting practice? Read on to see how a client management system can help you out.Create fillable PDF forms: A step-by-step guideSeptember 28, 2023 - by Drazen VujovicTraditional PDF documents are outdated. In this post, we’ll show you how to create fillable PDF forms, but we’ll also explain what makes Content Snare a much better data gathering alternative.Accounting work/life balance: 10 ways to put it at the heart of your accounting firmSeptember 26, 2023 - by Drazen VujovicNot sure how to get everything done while leaving enough time for your employees to recover? We prepared 10 tips to help you promote that much-needed accounting work-life balance.CPE for accountants: Top resources to earn your CPE creditsSeptember 24, 2023 - by Drazen VujovicWant to earn your CPE credits, but don’t know where to start? Don’t worry — we’ve got you covered. Read on to see the best CPE resources for accountants.How to streamline your workflow with automated email remindersSeptember 21, 2023 - by Drazen VujovicDo you frequently send reminder emails to your clients? If yes, read on to learn how to automate the process using some of the best tools in the business.Marketing for bookkeepers: 9 ways to get more clientsSeptember 19, 2023 - by Drazen VujovicLooking to boost your bookkeeping business? Read this post to learn 9 marketing tactics that will help you get more clients.Three ways to improve your firm's client experienceSeptember 18, 2023 - by Steve AshWhat to improve your firm’s client experience? We’ll show you three highly effective ways to do just that.Getting in control of practice workflow: No more wasted 'pick up, put down' timeSeptember 18, 2023 - by Steve AshIf you’re struggling to optimize your practice workflow, read on to learn a few ways to streamline your client-facing tasks.Why accountants struggle to turnaround individual tax returns (ITRs) on timeSeptember 18, 2023 - by Steve AshAre you struggling with individual tax returns? If yes, read this post to learn how to streamline your ITRs with Content Snare.The best Jotform alternative: 7 options to considerSeptember 17, 2023 - by Drazen VujovicLooking for the best Jotform alternative? We’ve got you covered. Read on to see a list of 7 form builders to help you find the perfect fit for your business.How much to charge for a website? Your web design pricing guideSeptember 14, 2023 - by Drazen VujovicNot sure how much to charge for a website? Read on to learn key factors that influence web design pricing and gain insights into setting competitive rates for your projects.Accounting technology: Definition, types, and benefitsSeptember 12, 2023 - by Drazen VujovicThe accounting industry isn’t as inert as most people believe it to be. Read this post to learn how accounting technology is reshaping the entire profession.How to organize client files: A comprehensive guideSeptember 10, 2023 - by Nicholas EdwardsNeed some tips on how to organize client files? In this article, we’ll explain everything you need to know. 1 2 3 … 11 Next »
