Looking for something? Search for: 4 key considerations for building a modern accounting tech stackMay 1, 2024 - by Sylva SivzLooking to build or refresh your accounting firm’s tech stack? Here are 4 factors to consider before you do.Questions to ask in an immigration intake form (free template included)April 29, 2024 - by Drazen VujovicAn immigration intake form is a critical document for legal counselors and their clients. In this post, we’ll show you 30+ questions to ask in your questionnaire.How to build a landing page questionnaire (free template included)April 26, 2024 - by Drazen VujovicWeb design is so complex that it often turns client onboarding into a data-gathering bottleneck. We’ll show you how to streamline the process with a landing page questionnaire. How to get bookkeeping clients: the complete guideApril 24, 2024 - by Sylva SivzWhether you’re starting a new accounting firm or need ideas for finding more clients, here are a mix of tactics to show you how to get bookkeeping clients.How to keep track of clients’ information: Top tools and tipsApril 22, 2024 - by Drazen VujovicAre you struggling with scattered client-related information? In this post, we’ll share some of the best tools and tips on how to improve your information gathering process. Graphic design process: Tested strategies for preventing delaysApril 19, 2024 - by Sylva SivzFrustrating delays can take the joy out of the graphic design process. Learn helpful strategies to reduce common bottlenecks so you can do more with your time. How to create a property management questionnaire (free template included)April 17, 2024 - by Drazen VujovicA comprehensive property management questionnaire is a simple way to collect information about your clients’ properties. We’ll show you a list of must-ask questions for your intake form.Practical tips to improve data security in accountingApril 15, 2024 - by Drazen VujovicNot sure how to safeguard your firm’s sensitive information? Check out this post to learn the ins and outs of data security in accounting.5 best practices for SaaS user onboarding excellenceApril 12, 2024 - by Sylva SivzUncover key strategies and tools for enhancing your SaaS user onboarding experience through every step of the customer journey.How to build a trademark questionnaire (free template included)April 10, 2024 - by Drazen VujovicNot sure how to build a trademark questionnaire? We got you covered! Get a full list of questions to include in your online form. How to make an estate planning questionnaire (free template included)April 8, 2024 - by Drazen VujovicIf you’re helping clients manage their assets, it’s best to build a comprehensive estate planning questionnaire. Let us show you how. 5 copy & paste-able onboarding email templates for better client successApril 5, 2024 - by Sylva SivzGet 5 onboarding email templates you can copy and paste from then edit to suit your business.Typeform vs Jotform: Which one is better?April 3, 2024 - by Drazen VujovicTypeform 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 - by Drazen VujovicIs 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 Microsoft Forms: Who has the upper hand?March 29, 2024 - by Drazen VujovicHaving a hard time choosing between Google Forms or Microsoft Forms? This article will give you a detailed overview of both tools so you can make the right decision.Google Forms vs Typeform: Which reigns supreme?March 27, 2024 - by Drazen VujovicPeople 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 - by Sylva SivzLearn 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 - by Sylva SivzDiscover 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 - 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. 1 2 3 … 12 Next »