In today’s competitive marketplace, businesses are constantly seeking innovative ways to drive growth, increase efficiency, and stay ahead of the curve. As organizations strive to expand their operations and attract new opportunities, they often encounter challenges in managing the influx of Requests for Information (RFIs) from potential clients, partners, or vendors.
Microsoft Power Automate (formerly know as Microsoft Flow) enables File Request Pro to send your submissions data to other applications via Webhooks.
One of the first steps in a coaching relationship is filling out a form. This can be something as simple as a paper intake form that summarises the first session, or something more detailed and detailed like coaching goals.
I’m sure you’ve already come across this coaching tool and the benefits it can have for your business. More clients mean more responsibility, and that includes needing to keep track of more things.
Sending new clients a coach intake form is the answer to all of your prayers. Not only does it create a smooth onboarding process, but it will also help you stay organized at all times!
If you have a legal practice, there’s no doubt you’ve been through the intake process. The decision to hire one of your law firm’s services takes us through a series of questions that take up time and energy for both parties.
Each time you meet with a new client, think of all the information you need to get from them. Have you been using a paper intake form and looking for an alternative? Consider gathering your legal client intake form digitally. Keep reading about how electronic forms can help transform your practice, and see how they can help get the information you need.
A “Provided by Client” list or PBC List, lists documents that will be needed to complete an audit on the client’s behalf. It serves as a checklist of what information the client is required to provide in order for the auditor or the audit team to complete the annual audit. In a no-bid government contract, a PBC list is required by regulation.
Now that the audit process has begun, it’s time for you to send one to your new client, and you need some assistance with their list of audit requests.
Vendor onboarding can be quite a task at times. With all the options of who you choose to work with, gathering that information can be difficult to organize. Our software can help decrease lost or hard-to-find information, making it easily available to whoever it needs to be shared with.
Google forms allow you to easily create and share your forms with others and make it easy for them to provide their responses. Responses to Google Forms are stored in a spreadsheet on the Google Sheets app.
Google Forms is a great product. It’s free, easy to use, and popular which makes it a good alternatively to create a simple or quick client intake form but, if you need to accept attachments or file uploads and if you wish to present a more professional image to your future customers of your law practice or accounting firm for example, then it may not be the best option for your business.
Tax season is always a busy and stressful time around the office. Navigating clients can be tough as well when they don’t want to cooperate, slow down, or don’t respond sincerely.
As accountants and bookkeepers, you understand the importance of having a well-planned tax return checklist for clients. Every year thousands of people are at risk of facing hefty penalties from HM Revenue & Customs if they do not comply with stringent regulations.
As such, it is vitally important that you have in place an up-to-date, comprehensive checklist, one thing that’s important for running things smoothly: is a checklist of tax preparation documents to ensure your clients are filing accurate returns on time while avoiding costly misunderstandings or errors. This way, your clients know what they need to send or bring in.
That’s why you must put together a tax return checklist for clients. Share this list for a quick way to remind your clients how to prepare for tax season.
This article will guide you on how to create a project intake form for your company. It will also provide best practices for the project intake process.
If you are looking to create a new project intake form or improve the current one, this article is perfect for you. It will provide step-by-step instructions and tips on how to create an efficient and effective project intake form that will help your company grow.
Microsoft Forms customers have been requesting the ability to allow uploads from external users since 2017. However, there’s no sign at the moment of this feature being added to Microsoft Form’s development pipeline.
This is why we created file upload software File Request Pro, which natively connects with OneDrive and SharePoint. Continue reading “Can you upload files to Microsoft Forms from people outside the organization?”