Looking for something? Search for: Family law questionnaire (free template)October 24, 2024 - by Drazen VujovicA family law questionnaire is a simple way to gather information about your clients’ cases. In this post, we’ll show you what this questionnaire template should look like.Immigration law software: 5 tools worth testingOctober 22, 2024 - by Drazen VujovicDo you find it hard to pick the best immigration law software for your firm? Don’t worry — we’ll help you out by presenting some of the best tools in the business.Cybersecurity questionnaire (30 questions + free template)October 20, 2024 - by Drazen VujovicNeed a cybersecurity questionnaire, but you’re not sure how to create one? This post will show you 30 questions to include in your form.Client answers: How to get them as quickly as possible?October 18, 2024 - by Drazen VujovicAre you struggling to get timely answers from your clients? Don’t worry — we’ll discuss a few practical tips on how to overcome this hurdle.How to Automate Financial Consolidations for Faster, Easier ReportingOctober 16, 2024 - by Drazen VujovicAutomating financial consolidations saves time and reduces errors. This guide explores financial consolidation tools and discusses strategies to streamline your reporting.Financial audit questionnaire (free template)October 16, 2024 - by Drazen VujovicA financial audit questionnaire enables you to quickly gather information and onboard clients. In this post, we’ll show you how to make one.Accounting newsletters for clients: 7 tips to make them workOctober 14, 2024 - by Drazen VujovicNot sure how to approach your accounting newsletter for clients? Check out this post to see some practical tips on how to make the most of it.How to make a financial audit checklist (template included)October 12, 2024 - by Drazen VujovicFinancial audits should follow the same pattern if you want to improve productivity. In this post, we’ll show you a checklist template that can help you better prepare for new clients.How to wow new clients: 8 proven methods (with examples)October 10, 2024 - by Drazen VujovicWould you like to leave a lasting impression on your new clients? This post will show you proven ways to do so along with real-life examples.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? Read on to see some of the most useful solutions along with instructions on how to take your pick.Employee onboarding form (questions + template)September 2, 2024 - by Drazen VujovicLearn how to create an employee onboarding form that keeps new workers well-informed about their roles and company policies.Jotform vs Formstack: The surprising differencesAugust 31, 2024 - by Drazen VujovicJotform and Formstack are popular form builders with major differences. Read this post to learn how they stack up against each other.Typeform vs Paperform: The devil’s in the detailsAugust 29, 2024 - by Drazen VujovicCan’t seem to choose between Typeform and Paperform? Read this post to figure out the differences and learn about the best alternative to these two form builders. 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? Here are 5 customer onboarding metrics to track and what they’re all about.50 questions to ask clients in a business planning questionnaireAugust 19, 2024 - by Sylva SivzGet a list of 50 questions to ask clients in a business planning questionnaire to craft a strong and detailed business plan.20+ customer success statistics that will inspire you to boost your CX August 17, 2024 - by Sylva SivzDiscover key customer success statistics that highlight the importance of a positive customer experience and will inspire you to enhance your CX.Client onboarding email: Templates and best practicesAugust 15, 2024 - by Sylva SivzGet 5 onboarding email templates you can copy and paste from then edit to suit your business.Top accounting conferences for 2024 — where to go and what to expectAugust 13, 2024 - by Nicholas EdwardsInterested in attending an accounting conference in 2023? Here’s a list of the best ones.6 client dashboard software options that impressAugust 11, 2024 - by Sylva SivzKeep running into delays when running your professional services business? Discover how client dashboard software can help and explore some options on the market.How to build an effective B2B customer success onboarding program August 10, 2024 - by Sylva SivzLearn 5 key steps to building a strong B2B customer success onboarding program that will help you maximize customer satisfaction long-term. « Previous 1 2 3 4 5 … 17 Next »
