Looking for something? Search for: Tips and tools to improve your document approval workflowJune 21, 2024 - by Drazen VujovicInterested in streamlining collaboration and timely approvals within your organization? Read on for the tips and tools to streamline your document approval workflow. Questions for an FBT questionnaire (free template included)June 20, 2024 - by Drazen VujovicWant to create a fringe benefits tax questionnaire? Check out this post to see what questions to include, or simply use our free FBT questionnaire template.What is document automation? A comprehensive overviewJune 19, 2024 - by Drazen VujovicIf you’re struggling to manage business information, it might be a good idea to start using a document automation tool. In this post, we’ll show you the ins and outs of this process.How to create a perfect digital strategy questionnaire (free template included)June 18, 2024 - by Drazen VujovicNot sure how to compile a solid market research questionnaire? We’ll show you 50+ questions to include in your template.CRM for law firms: Which one is the best?June 17, 2024 - by Drazen VujovicIf your law firm is having a hard time managing client relationships, legal CRM software might be of great help. We’ll show you some of the best options in this field.The best realtor websites: 7 resources to keep an eye onJune 14, 2024 - by Drazen VujovicLooking for high-quality real estate listing resources? Let us show you some of the best realtor websites.How to build forms in SharePoint step by stepJune 11, 2024 - by Drazen VujovicSharePoint is a popular collaboration platform with hundreds of functionalities. In this post, we’ll show you how to build forms in SharePoint.Requirements gathering questionnaire (free template included)June 11, 2024 - by Drazen VujovicQuestions to ask in a requirements gathering questionnaireSome of the best fact find software for financial planningJune 3, 2024 - by Drazen VujovicA dedicated fact find software helps financial advisers collect accurate data from clients. Read this post to see some of the best tools for gathering financial information.Why you need a client organizer and which one to chooseMay 27, 2024 - by Sylva SivzUsing a client organizer is a much more efficient way to collect information from clients than email. Discover the benefits and a few client organizer options in this post. Getting more client-centric with real estate technology May 20, 2024 - by Sylva SivzDiscover how modern real estate technology can help you solve common industry communication challenges and improve the client experience.How to improve your KYC onboarding processMay 3, 2024 - by Drazen VujovicHaven’t developed your KYC onboarding process yet? Read on to learn the basics of this concept and how to make it right using some of the best software solutions.4 key considerations for building a modern accounting tech stackMay 1, 2024 - by Sylva SivzLooking to build or refresh your accounting firm’s tech stack? Here are 4 factors to consider before you do.Questions to ask in an immigration intake form (free template included)April 29, 2024 - by Drazen VujovicAn immigration intake form is a critical document for legal counselors and their clients. In this post, we’ll show you 30+ questions to ask in your questionnaire.How to build a landing page questionnaire (free template included)April 26, 2024 - by Drazen VujovicWeb design is so complex that it often turns client onboarding into a data-gathering bottleneck. We’ll show you how to streamline the process with a landing page questionnaire. How to get bookkeeping clients: the complete guideApril 24, 2024 - by Sylva SivzWhether you’re starting a new accounting firm or need ideas for finding more clients, here are a mix of tactics to show you how to get bookkeeping clients.How to keep track of clients’ information: Top tools and tipsApril 22, 2024 - by Drazen VujovicAre you struggling with scattered client-related information? In this post, we’ll share some of the best tools and tips on how to improve your information gathering process. Graphic design process: Tested strategies for preventing delaysApril 19, 2024 - by Sylva SivzFrustrating delays can take the joy out of the graphic design process. Learn helpful strategies to reduce common bottlenecks so you can do more with your time. How to create a property management questionnaire (free template included)April 17, 2024 - by Drazen VujovicA comprehensive property management questionnaire is a simple way to collect information about your clients’ properties. We’ll show you a list of must-ask questions for your intake form.Practical tips to improve data security in accountingApril 15, 2024 - by Drazen VujovicNot sure how to safeguard your firm’s sensitive information? Check out this post to learn the ins and outs of data security in accounting.5 best practices for SaaS user onboarding excellenceApril 12, 2024 - by Sylva SivzUncover key strategies and tools for enhancing your SaaS user onboarding experience through every step of the customer journey.How to build a trademark questionnaire (free template included)April 10, 2024 - by Drazen VujovicNot sure how to build a trademark questionnaire? We got you covered! Get a full list of questions to include in your online form. How to make an estate planning questionnaire (free template included)April 8, 2024 - by Drazen VujovicIf you’re helping clients manage their assets, it’s best to build a comprehensive estate planning questionnaire. Let us show you how. 5 copy & paste-able onboarding email templates for better client successApril 5, 2024 - by Sylva SivzGet 5 onboarding email templates you can copy and paste from then edit to suit your business.Typeform vs Jotform: Which one is better?April 3, 2024 - by Drazen VujovicTypeform and Jotform are two of the most popular form builders. We discuss their pros and cons and show you the best alternative to both platforms.Jotform vs Microsoft Forms: Choosing the right form builderApril 1, 2024 - by Drazen VujovicIs Jotform better than Microsoft Forms or vice versa? We’ll show you a detailed comparison of these form builders so you can pick the right tool.Google Forms vs Microsoft Forms: Who has the upper hand?March 29, 2024 - by Drazen VujovicHaving a hard time choosing between Google Forms or Microsoft Forms? This article will give you a detailed overview of both tools so you can make the right decision.Google Forms vs Typeform: Which reigns supreme?March 27, 2024 - by Drazen VujovicPeople who use online forms probably know about Google Forms and Typeform. In this post, we’ll explain their differences, pros, and cons.A guide to choosing virtual data room software March 25, 2024 - by Sylva SivzLearn all about virtual data room software and get expert advice on what to consider when purchasing VDR for your business.Top 5 time-saving tools for real estate agents in 2024 March 22, 2024 - by Sylva SivzDiscover 5 of the most popular tools real estate agents can incorporate to save time on weekly administrative tasks. « Previous 1 2 3 4 … 13 Next »