Looking for something? Search for: Tools for fast & secure client data collectionJuly 17, 2024 Still using email for client data collection? Check out this post to learn much better ways to gather information from clients.Comparing the best software for law firms in 2024July 7, 2024 How do you decide which software is best for your law firm? We compare the pros and cons of some top legal practice management software in this post to help you make your choice.3 must-have productivity tools for graphic designers July 4, 2024 - by James RoseDiscover the essential tools to streamline your graphic design workflow, save time, and boost efficiency, whether you're a seasoned pro or just starting out.How to choose a tax organizerJuly 3, 2024 Discover how tax organizers can streamline the tax preparation process for accountants and individuals and get to know some of the best options on the market.Estate planning software: 3 tools worth consideringJuly 2, 2024 Looking for reliable estate planning software? Read this post to see our top recommendations.Secure file transfer methods: Types, tips, and toolsJune 30, 2024 - by James RoseLearn about the common types of secure file transfer protocols and some of the best tools for safe data management.tTax preparation tools for accountants to work smarterJune 29, 2024 Explore various tax preparation tools you can use to streamline your tax workflow and enhance the customer experience as an accounting professional.Choosing a mortgage broker CRMJune 28, 2024 Discover common features of mortgage broker CRM systems and compare 3 market alternatives.The best productivity apps and tools for lawyersJune 22, 2024 Looking for a way to optimize your workflows as a legal professional or law firm? This post explores several productivity apps and tools that will help you get much more efficient.What is document automation? 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Read this post to see some of the best tools for gathering financial information.Getting more client-centric with real estate technology May 20, 2024 Discover how modern real estate technology can help you solve common industry communication challenges and improve the client experience.4 key considerations for building a modern accounting tech stackMay 1, 2024 Looking to build or refresh your accounting firm’s tech stack? Here are 4 factors to consider before you do.Typeform vs Jotform: Which one is better?April 3, 2024 Typeform 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 Is 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 Typeform: Which reigns supreme?March 27, 2024 People 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 Learn 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 Discover 5 of the most popular tools real estate agents can incorporate to save time on weekly administrative tasks. 5 practical mobile apps for real estate agents on the goMarch 15, 2024 Save time on all the administrative tasks that slow you down during the week with these 5 helpful mobile apps for real estate agents.Google Forms vs Jotform: Which one to pick?March 8, 2024 Google Forms and Jotforms are a pair of reputable online form builders. In this post, we’ll explain which one would better suit your personal or business needs.5 XPM integrations for smarter accounting workflows March 1, 2024 Discover 5 must-have XPM integrations every accountant should have for more seamless workflows.20 random WordPress facts worth knowingJanuary 25, 2024 Are you a genuine WordPress enthusiast? If yes, keep reading to learn some interesting facts about WordPress and its development.4 best client engagement apps for coachingJanuary 18, 2024 - by James RoseExplore some of the best apps for coaching in this review post comparing client engagement features. Cognito Forms alternative: Top 5 picks tested and reviewedJanuary 4, 2024 Need a better tool to improve your data gathering processes? Read this post to learn about some of the best Cognito Forms alternatives.How to choose the right software for coaching December 22, 2023 Discover what’s possible when you integrate software for coaching. In this post, we share our advice on choosing the right software for your practice. Getting started with AI in accountingDecember 8, 2023 Discover how your accounting firm can benefit from artificial intelligence tools and how to run a pilot project in this introductory guide to AI in accounting. Xero Ask vs. Content Snare for Accountants: A ComparisonDecember 1, 2023 Explore 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 Discover the ways that modern client communication tools can speed up response times and enhance client collaboration.How Content Snare makes holiday season a breezeNovember 6, 2023 Still not ready for the holiday season? Read this post to learn how Content Snare can help you gather information from your clients on time « Previous 1 2 3 4 5 Next »
