Looking for something? Search for: Why you need a document upload portal — and the best tools for the jobMarch 28, 2023 - by Nicholas EdwardsA secure document upload portal is essential for any kind of business. In this article, we’ll explain why, and highlight the best tools for the job.Dropbox Forms: A brief overview (and the best alternative)March 26, 2023 - by Drazen VujovicDropbox Forms enables you to request and receive files from other users directly to your Dropbox. Read this post to see the basics of Dropbox Forms and learn about a practical alternative.The best Typeform alternative in 2023March 23, 2023 - by Drazen VujovicTypeform is a commonly used online form-building tool, but it’s not the only one that’s worth your attention. Read this post to learn about the best Typeform40 WordPress statistics you should know in 2023March 21, 2023 - by Drazen VujovicWordPress is the most popular CMS by far, but just how big is it? Read this post to see 40 amazing WordPress statistics. Why you should be using a creative request form — and how to write oneMarch 19, 2023 - by Drazen VujovicA content request form can help you improve client communication and align expectations from the start. In this article, we’ll explain everything you need to know.How to create the perfect design request formMarch 16, 2023 - by Nicholas EdwardsTo meet all your client’s design needs, you’ll need to use a design request form. In this article, we’ll explain everything you need to know.Best agency directories in 2023March 14, 2023 - by Drazen VujovicWant to take lead generation to the next level? This post will show you the best agency directories that can get your company additional exposure13 accounting blogs to follow in 2023March 12, 2023 - by Drazen VujovicWant to stay up to date with the latest accounting trends, news, and tools? Read this post to learn about the best accounting blogs in 2023. Why you should be using a marketing request form — and how to create oneMarch 9, 2023 - by Nicholas EdwardsA marketing request form ensures that you and your clients are always on the same page. In this article, we’ll explain how to create onHow to create a questionnaire (plus templates)March 7, 2023 - by Drazen VujovicLaunching a survey is the shortcut to understanding your clients. Read this post to learn how to create a questionnaire for your business.Content request form: how to get all the information you needMarch 5, 2023 - by Nicholas EdwardsA well-crafted content request form can help you meet all your client’s needs. In this article, we’ll explain everything you need to know. How to write a killer copywriting questionnaireMarch 2, 2023 - by Nicholas EdwardsWant to know how to write the perfect copywriting questionnaire? We’ve got you covered. In this article, we’ll cover the questions you need to be asking.How to reduce back-and-forth emailsFebruary 28, 2023 - by Nicholas EdwardsBack-and-forth emails can be a time-consuming, exhausting, and inefficient way to communicate. But what are the alternatives? Read on to find out.How to write a new client welcome emailFebruary 26, 2023 - by Drazen VujovicRead this post to learn about the best new client welcome email tips, examples and templates. How to write a reminder email: 5 steps (with examples)February 23, 2023 - by Drazen VujovicClients can often be unresponsive. This post will show you how to write a reminder email that drives action without being too pushy. How to write a survey reminder emailFebruary 21, 2023 - by Drazen VujovicIf you are struggling to get feedback from customers, check out this post to see how to prepare a survey reminder email.How to create the perfect investor questionnaireFebruary 19, 2023 - by Nicholas EdwardsWant to know how to create a winning investor questionnaire? Look no further. Here are some tips and questions to ask.Life insurance questionnaire — how to get the information you needFebruary 16, 2023 - by Nicholas EdwardsNeed help crafting the perfect life insurance questionnaire? Read on to find out what to include — and how to capture customer information more efficiently.8 Useful Client Portals for AccountantsFebruary 13, 2023 - by Elizabeth BoydCompare these top client portals for accountants to help you choose a secure file sharing option that streamlines document management and boosts efficiency. Accounting awards that can help boost your profileFebruary 9, 2023 - by Steffanie TanIn this guide, you’ll find a number of accounting awards from around the world that can help take your career to the next level. Top accounting conferences for 2023 — where to go and what to expectFebruary 2, 2023 - by Nicholas EdwardsInterested in attending an accounting conference in 2023? Here’s a list of the best ones.How to send sensitive information via emailJanuary 30, 2023 - by Drazen VujovicCheck out how to send sensitive information via email and learn about much safer file-sharing alternatives. How to improve customer satisfaction with a health insurance satisfaction surveyDecember 12, 2022 - by Marina Lovejoy-BlackGet a list of the most important questions to ask in your next health insurance survey to keep both you and your clients happy and on the same page.How to price your accounting servicesDecember 8, 2022 - by Kathryn Yanchycki, CPAUnsure of how to price your accounting services? Here's a breakdown of the three most common pricing models, and what you need to consider before deciding on one.Asking for referrals: A cost-effective way to getting more clientsDecember 5, 2022 - by Kathryn Yanchycki, CPAReferrals are an effective way to attract new business. Learn about ways to ask for and get referrals, tips for successful opportunities + referral templates for email.Hilarious accounting jokes & puns for your next office partyNovember 24, 2022 - by Marina Lovejoy-BlackFancy yourself as the office funny guy? Wow everyone with this list of accounting puns and jokes. There’s one for every occasion.40+ incredible accounting pick up linesNovember 22, 2022 - by Marina Lovejoy-BlackCrushing on an accountant? Woo them with the best accounting pick-up lines in the business.How much to charge for bookkeepingNovember 14, 2022 - by Kathryn Yanchycki, CPAFactors to help determine your bookkeeping rate, choosing the right pricing structure and what to include in your payment terms. Learn how much to charge for bookkeeping services with this blog post.How to send documents securelySeptember 19, 2022 - by Content Snare TeamTips for the best alternatives to email for when you need to send documents securely. Don’t risk sensitive information leaking out due to bad processes with Content Snare. CPD for Accountants in AustraliaSeptember 8, 2022 - by Kathryn Yanchycki, CPAStruggling to get your CPD hours this year? Check out the most popular paid and free CPD for Accountants to enhance your career and get CPD hours « Previous 1 2 3 4 … 8 Next »
