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How to streamline your workflow with automated email reminders

September 21, 2023

- by Drazen Vujovic

Do 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.

Getting in control of practice workflow: No more wasted 'pick up, put down' time

September 18, 2023

If 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 time

September 18, 2023

Are you struggling with individual tax returns? If yes, read this post to learn how to streamline your ITRs with Content Snare.

Accounting technology: Definition, types, and benefits

September 12, 2023

- by Drazen Vujovic

The 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 guide

September 10, 2023

- by Nicholas Edwards

Need some tips on how to organize client files? In this article, we’ll explain everything you need to know.

Accounting automation software: Industry experts reveal their favorites

September 7, 2023

- by Drazen Vujovic

Interested in accounting automation software? Read on to discover some of the best tools that industry leaders use in their daily operations.

How tech can help you streamline the seller onboarding process

August 29, 2023

- by Nicholas Edwards

Looking to onboard new sellers to your marketplace as smoothly and quickly as possible? In this article, we’ll explain how technology can help you do this.

Improve your project intake process: A step-by-step tutorial

- by Drazen Vujovic

Looking to improve your project intake process? Read this post to see a step-by-step guide on how to manage project proposals.

How to create the ultimate tax preparer checklist for clients

- by Nicholas Edwards

Want to make tax season less stressful? In this article, we’ll show you how you can by using a tax preparer checklist for clients.

Year-end accounting checklist: How to close the fiscal year the right way

- by Nicholas Edwards

Looking to simplify your year-end accounting processes? Read on to find out how a year-end accounting checklist could help — and the type of items it should include.

How to create the perfect client onboarding form

- by Nicholas Edwards

A client onboarding form is one of the best ways to streamline and systematise your onboarding process. In this article, we’ll explain how to create the perfect one.

The ultimate website design checklist

- by Nicholas Edwards

Web design can be a complicated process, with a lot of moving parts. To help you deliver websites that tick every single box, we’ve put together the ultimate website design checklist. Enjoy!

7 tips for surviving accounting busy season

- by Nicholas Edwards

What are the best strategies and tools for surviving accounting busy season? We asked a group of experienced CPAs, and in this article, you can see their answers.

How many accounting standards are there?

- by Nicholas Edwards

How many accounting standards are there? Good question! In this article, we’ll do our best to explain.

Time tracking for accountants: Top 7 software solutions

- by Drazen Vujovic

Having trouble tracking time? We’ve got you covered! Read this post to see some of the best software solutions that simplify time tracking for accountants.

Form abandonment: What is it and how to avoid it?

- by Drazen Vujovic

Struggling with form abandonment? Read this post to learn what it is, why it happens, and how to avoid it.

What is a project intake form — and how to make one

- by Drazen Vujovic

Not sure how to kick off your next project? Read our guide to learn what a project intake form is and how to create one for your organization.

Everything you need to know about sales qualification questions

- by Nicholas Edwards

By asking the right sales qualification questions, you can filter the best leads from the rest. In this article, we’ll explain everything you need to know — from the right questions to ask to the best way to ask them.

The best agency management software: Top picks for boosting productivity

- by Drazen Vujovic

Looking to boost the productivity of your digital agency? Check out our top picks for the best agency management software on the market.

Why you need a document upload portal — and the best tools for the job

- by Nicholas Edwards

A 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.

How to reduce back-and-forth emails

February 28, 2023

- by Nicholas Edwards

Back-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 survey reminder email

February 21, 2023

- by Drazen Vujovic

If you are struggling to get feedback from customers, check out this post to see how to prepare a survey reminder email.

How to send sensitive information via email

January 30, 2023

- by Drazen Vujovic

Check 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 survey

December 12, 2022

- by Marina Lovejoy-Black

Get 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.

What makes a great Financial Planning Questionnaire?

September 5, 2022

- by Marina Lovejoy-Black

Wanna help your clients get savvy with their savings? Sending them this financial planning questionnaire will be sure to do the trick!

How to streamline your agency client onboarding

August 29, 2022

- by James Rose

Learn how to see your agency’s client onboarding process as an opportunity to impress new clients and a chance to set your projects up for long-term success.

20 ways to get more accounting clients

August 11, 2022

- by Kathryn Yanchycki, CPA

How to find more of your ideal accounting clients by looking in the right places and mixing new marketing strategies with old ones.

What to include in an audit engagement letter

- by Kathryn Yanchycki, CPA

An audit engagement letter outlines the contractual agreement between the auditor and the client. Here’s why you need one and what to include.

Vendor questionnaire: 47 questions to ask

- by Marina Lovejoy-Black

Worried about potential cyber attacks? Ease those concerns with an extensive vendor questionnaire, helping you effectively assess any risks associated with third party vendors.

How to create a killer bookkeeping client intake form

- by Marina Lovejoy-Black

Get a list of the most important questions to ask in your next bookkeeping client intake form in order to gather as much vital information as possible to help facilitate the onboarding phase.

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