GoDaddy doesn’t have a file upload field that you can add to forms. It mainly supports email marketing collection forms, so for any other type of form you’ll need to use a plugin or software that integrates with GoDaddy websites.
File Request Pro is a file upload tool that integrates with GoDaddy and provides secure and customisable forms with upload functionality.
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Wix has a file upload field that you can add to forms. This is a ‘premium’ feature so you will need to upgrade to an Ascend plan, if you haven’t already. However, if collecting files and documents from clients is a major part of your business, then the basic file upload experience provided by Wix will prove frustrating.
File Request Pro is a file upload tool that integrates with Wix and provides a professional, secure and streamlined document collection experience.
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A digital client intake form is a simple way for you to gather useful information about clients, to ensure you have a practical overview of what your clients need, what their pain points are, and whether your service is suitable for them. Done well, they should streamline your workflow and reduce the amount of non-billable hours you spend onboarding your clients.
Continue reading “Client intake form checklist (for B2B companies)”
A step-by-step walk through of creating a client intake form with File Request Pro
File Request Pro makes it easy for you to create secure client intake forms with file request drag and drop functionality if you need it.
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Client intake forms can be used to collect data and files as part of the onboarding process. They are a simple way to save you time going back and forth with clients to gather key information. They also offer clients a good customer experience at the start of your relationship.
Client intake forms are easy to create using free software. However, form creation is usually the easy bit. What is more difficult is persuading clients to complete and send the forms back to you without time-consuming reminders, reassurance about security, and requests for more information.
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Requesting, collecting and organising electronic files from clients is an increasingly important aspect of running your business. However, it can be hard work. Clients don’t have the same software or cloud storage provider. Email is messy and insecure.
So what is the best software to make the file request process as simple and streamlined as possible? So you can concentrate on your core competencies, and provide a good customer experience? We’ll help you find out.
Continue reading “What is the best software to request files from clients and partner companies?”
Client intake forms can be used by accountants and wealth management companies as part of the new client onboarding process. They provide a professional, repeatable and automated way to collect essential information at the start of the relationship.
They are also an easy way to simplify your onboarding process without having to use complicated software that seeks to replace your existing tech stack or initial high-touch processes.
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Client onboarding should be a repeatable and streamlined process that extracts all the information you need from clients as easily as possible.
That way you don’t get distracted from your core competencies by sending reminder emails, sorting through emails and searching for attachments. Clients will also have a positive initial experience with your company, and get value from the relationship quicker.
In this article, we’ll look at how you can quickly simplify your client onboarding experience, specifically the document collection process. If you are frustrated with your onboarding process, then now is the time to start improving it.
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Google Drive is a popular cloud storage option that makes it easy for you to store large files without clogging up your phone or computer.
However, if you want to request files from other people you start running into problems. You can share a folder, but contributors need a Google account. Contributors can also open and see all files in that folder, even using the most restrictive ‘view only’ setting.
Continue reading “File Request Pro and Google Drive – request files from anyone”