How a paperless client intake process helps SMBs build a competitive edge
Looking to improve your client intake process? Going paperless can save time, reduce manual errors, and ensure compliance for your organization. Let’s see how.
8 Best client intake automation solutions for your business needs
Discover which client intake automation solutions can transform your onboarding experience, from faster data collection to real-time collaboration.
Collect client intake information 50% faster
From automated workflows to smarter forms and real-time tracking, this guide walks you through four practical ways to transform your onboarding process—and deliver a smoother, faster client experience.
The 6 client intake process steps explained simply
Learn 6 easy steps to implement an effective intake process for your business.
6 things you can do to blow customers away during intake phase
Losing customers during intake? These 6 key strategies will help you impress from the start and keep them engaged.
Complete review of top Mortgage CRMs
Client Relationship Management software is crucial for mortgage lenders. Read this review of Top Mortgage CRMs to find out the best one.
5 benefits of using e-Signature Software for Accountants & Bookkeepers
E-signature softwares can provide several benefits to accountants and bookeepers. Here's a list of five benefits of using e-signature softwares.
10 tips to get more client referrals for your business
Getting client referrals for your business is a difficult task and companies struggle to get them. Use these 10 tips to get more referrals for your business.
9 ways to collect files from clients without email
Email is not safe to share client files; you can not share large files through email. Now worries, we have listed 9 ways you can collect files from clients without email.