Looking for something? Search for: Client Onboarding Master the art of seamless client onboarding. Learn how to welcome new clients with swift data acquisition. How to verify your clients’ identity online July 5, 2024 - by Drazen Vujovic Identity verification is one of the pillars of digital-oriented businesses. In this post, we’ll show you how to successfully verify your clients’ identity online. Questions for an FBT questionnaire (free template included) June 20, 2024 - by Drazen Vujovic Want 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. Requirements gathering questionnaire (free template included) June 11, 2024 - by Drazen Vujovic Questions to ask in a requirements gathering questionnaire Why you need a client organizer and which one to choose May 27, 2024 - by Sylva Sivz Using 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. How to improve your KYC onboarding process May 3, 2024 - by Drazen Vujovic Haven’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. Seamless onboarding: A comprehensive accounting client intake form August 31, 2023 - by Drazen Vujovic Would you like to streamline client onboarding? Read this post to learn how to create a perfect accounting client intake form. The best Karbon client portal alternative August 22, 2023 - by Drazen Vujovic Looking for a Karbon client portal alternative? Read on to learn about some of the best options for accounting firms. Top 15 client onboarding tools to boost efficiency August 13, 2023 - by Drazen Vujovic Looking for better ways to welcome your new clients? Read on to learn about some of the best client onboarding tools for service companies. Client onboarding automation: How to streamline and simplify your onboarding process August 6, 2023 - by Nicholas Edwards Looking to streamline and enhance your onboarding process? Then look no further. In this article, we’ll explain everything you need to know about client onboarding automation. A comprehensive guide to white-glove onboarding August 3, 2023 - by Nicholas Edwards Looking to give your customers a white-glove onboarding experience? In this article, we cover everything you need to know. Improve your project intake process: A step-by-step tutorial July 18, 2023 - 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 July 13, 2023 - 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. How to create an effective client onboarding email template June 29, 2023 - by Nicholas Edwards Looking to streamline your onboarding process? In this article, we’ll show you how to create a winning client onboarding email template. What is a project intake form — and how to make one May 9, 2023 - 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. Why you need a document upload portal — and the best tools for the job March 28, 2023 - 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 write a new client welcome email February 26, 2023 - by Drazen Vujovic Read this post to learn about the best new client welcome email tips, examples and templates. What to include in an audit engagement letter July 25, 2022 - by Kathryn Yanchycki An audit engagement letter outlines the contractual agreement between the auditor and the client. Here’s why you need one and what to include. How to create a killer bookkeeping client intake form July 18, 2022 - 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. How to create a tax preparation client intake form (free template included) July 14, 2022 - by Marina Lovejoy-Black Get to know your new clients before you begin onboarding them with a quick and easy tax preparation client intake form. How to write an accounting engagement letter (template included) February 4, 2022 - by Kathryn Yanchycki An engagement letter is a formal agreement between you and your clients. Find out what you should include in yours to prevent a headache in the future. How to create an audit PBC request list January 21, 2022 - by Kathryn Yanchycki A Provided by Client (or PBC) list is a checklist of supporting documents required by your client in preparation for their audit. Save time having this pre-made, tweaking it for each client and re-using it every year. Month-End close checklist for bookkeepers December 16, 2021 - by Kathryn Yanchycki A month-end checklist for bookkeepers. Use this to stay organized, automate, and delegate. Save time and money for your firm. How to create file upload forms for your clients (a step-by-step guide) July 22, 2021 - by Helen Heidel This guide will show you how to create a file upload form using Google Forms and Typeform. Use this KYC checklist (Know Your Customer) to keep your company safe July 8, 2021 - by Marina Lovejoy-Black Delve into and discover the ideal questions to include in your next KYC checklist. Client interview questions: Best tips and examples June 4, 2021 - by Drazen Vujovic Get a list of the vital questions to ask in your next client interview for better-suited, stronger partnerships. Interior design questionnaire: 30 insightful questions to ask March 16, 2021 - by Sylva Sivz Get a list of 30 insightful questions to ask new clients in your interior design questionnaire so you can nail your next design project. How to use OneDrive file requests December 17, 2020 - by Sylva Sivz Learn how to use OneDrive file requests to receive files, limitations of the shared drive, and a OneDrive alternative worth exploring. A step-by-step guide to Dropbox file requests December 15, 2020 - by Sylva Sivz Learn how to use Dropbox file requests to receive files, limitations of the shared drive, and a Dropbox alternative you might want to explore. How to use Google Drive for file requests December 9, 2020 - by Sylva Sivz Learn how to make file requests using Google Drive shared folders and some limitations of receiving files with Google Drive. 4 ways to request files from your clients December 3, 2020 - by Sylva Sivz Explore 4 different ways to request files from your clients, including considerations for using each tool to collect or receive files.