6 Smart Steps You Need to Take to Protect Your Online Client Documents
One of the biggest nightmares that haunt professionals nowadays is the threat of losing client documents or sensitive…
How can financial service firms improve the customer experience?
Today, guaranteeing an exceptional customer experience is paramount to organizational success, and for financial service institutions, this rings…
Which client management practices drive value to your bottom line?
A business is only as brilliant as its ability to retain its clients. Today, your clients are what…
7 Billing Tips for Young Attorneys (Guaranteed to Help You Up Your Billable Time by 25%, At Least)
Billing — the bane of every young attorney’s existence. You’ve worked your butt off to get through law…
Source Documents in Bookkeeping — Clustdoc Helps You Manage Files in Minutes, Not Hours
Using Clustdoc to manage bookkeeping source documents frees you up to do meaningful work for your clients. Instead of talking…
6 Tips on How to Efficiently Organize Client Files (& Free Up One Day Per Week)
Here’s a shocker… Across all industries, professionals and employees waste time every day searching for and managing client…
5 Online Electronic Signature Tools That Will Have You Signing That Dotted Line in Seconds
“We just need you to electronically sign the document so we have it on file.” Even in 2021,…
5 Steps You Need to Follow to Go Paper-Free in 2021 (+ 7 Benefits of Running a Paperless Organisation)
Business-wise, we’ve done good in the last ten years or so… … powerful pocket-sized computers that allow us…
How to request and verify KYC Documents (The Quick, Easy, & Compliant Way)
Requesting and verifying KYC documents is becoming standard practice in many industries. Previously limited to banks and financial…