Looking for something? Search for: 5 practical mobile apps for real estate agents on the goMarch 15, 2024 - by Sylva SivzSave 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 - by Drazen VujovicGoogle 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 - by Sylva SivzDiscover 5 must-have XPM integrations every accountant should have for more seamless workflows.The etiquette of writing a professional client termination letter February 23, 2024 - by Sylva SivzFigure out what to say in a client termination letter to ensure a professional exit and use our letter template to save time. 11 HTML facts worth knowingFebruary 16, 2024 - by Drazen VujovicHTML is the Internet’s powerhouse. This post will focus on some of the most interesting facts about this markup languageHTML history: Milestones in the web markup languageFebruary 9, 2024 - by Drazen VujovicHTML is a markup language that has been powering the Internet ever since its early days in the 1990s. This post will present you with a brief history of HTML.20+ questions to ask in a tax compliance questionnaire (template included) February 2, 2024 - by Sylva SivzGet a list of questions to ask clients in a tax compliance questionnaire to help gauge the level of their compliance and whether they’d benefit from more tax support. 20 random WordPress facts worth knowingJanuary 25, 2024 - by Drazen VujovicAre 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. Email history in a nutshellJanuary 12, 2024 - by Drazen VujovicInterested in the origin of electronic mail? This blog post will guide you through more than 50 years of email history.Cognito Forms alternative: Our top picksJanuary 4, 2024 - by Drazen VujovicNeed a better tool to improve your data gathering processes? Read this post to learn about some of the best Cognito Forms alternatives.25 email facts worth knowing December 28, 2023 - by Drazen VujovicMany people find email to be somewhat annoying, but we actually think it’s cool. Check out these email facts to learn why.How to choose the right software for coaching December 22, 2023 - by Sylva SivzDiscover what’s possible when you integrate software for coaching. In this post, we share our advice on choosing the right software for your practice. 20+ questions to ask in a retirement planning questionnaire (free template included)December 15, 2023 - by Sylva SivzGet a list of questions to ask in a retirement planning questionnaire and access a free template to save even more time in the process. Getting started with AI in accountingDecember 8, 2023 - by Sylva SivzDiscover 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 - by Sylva SivzExplore 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 - by Sylva SivzDiscover the ways that modern client communication tools can speed up response times and enhance client collaboration.Client-to-agent linking: how Content Snare eases the headacheNovember 27, 2023 - by Steve AshThe ATO's client-to-agent linking process can be difficult for your clients to go through. Here's how to make it easier.5 things your client wants from their accountantNovember 7, 2023 - by Steve AshRead this post to learn how to exceed your clients’ financial needs and build stronger client-accountant relationships.How Content Snare makes holiday season a breezeNovember 6, 2023 - by Steve AshStill not ready for the holiday season? Read this post to learn how Content Snare can help you gather information from your clients on timeTop questions to ask in student enrollment forms + free templateOctober 29, 2023 - by Sylva SivzGet a list of questions you can ask in student enrollment forms and discover how data collection tools can help speed up the enrollment process altogether.Questions to ask in a student registration form + free templateOctober 26, 2023 - by Sylva SivzGet a list of questions you can ask in a student registration form and use our free template to start building your form for your school.Top 10 accounting niches for your practiceOctober 24, 2023 - by Drazen VujovicStruggling to find the right accounting niche? In this post, we’ll show you 10 niches that show great potential for accounting professionals. How to create an IT onboarding checklist for your clients (template included)October 22, 2023 - by Drazen VujovicNot sure how to onboard a new client? Read this post to learn how to create a comprehensive IT onboarding checklist.Request access to Facebook page: A step-by-step guideOctober 19, 2023 - by Drazen VujovicAccessing your client’s Facebook Page is often a daunting task. Read this post to learn how to do it in a few simple steps.5 client onboarding best practices for making a lasting first impression October 17, 2023 - by Sylva SivzLearn 5 client onboarding best practices you can apply to any type of business to impress your clients.Customer success best practices: 7 tips to knowOctober 15, 2023 - by Drazen VujovicNot sure how to build your customer success strategy? Read on to learn about some of the best practices in this field!Best bookkeeping niches to monetize your skillsOctober 12, 2023 - by Drazen VujovicStruggling to find the right bookkeeping niche? In this post, we’ll show you 10 niches that show great potential for bookkeeping professionals.Content Snare: The best alternative to PDF formsOctober 10, 2023 - by Drazen VujovicStill using PDF forms? We have a much better alternative. Read on to see how Content Snare can make your and your client’s lives much easier.Client offboarding checklist: Say goodbye with styleOctober 8, 2023 - by Drazen VujovicWatching your client go is never a good thing, but it doesn't have to end on a sour note. Check out our client offboarding checklist that ensures you bid farewell with finesse and professionalism. 1 2 3 … 11 Next »