The 4 Simple Steps For A Great Coaching Intake Form

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 means 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!

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Law firm client intake form as quick and efficient as possible

Each time you meet with a new client, think of all the information you need to onboard a new client. Have you been using paper forms 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.

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How to create an audit PBC request list and securely received the information

A “Provided by Client” list  or PBC List,  lists documents which 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 to complete the audit. In a no-bid government contract, a PBC is required by regulation.

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How to create an Intake Form with Google Forms

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 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 then it may not be the best option for your business.

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Accountants and Bookkeepers: Your Tax Return Checklist for Clients

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.

One thing that’s important for running things smoothly: a checklist of tax preparation documents. That way, your clients know what they need to send or bring in. 

That’s why we’ve 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.

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How to Create the Perfect Project Intake Process

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.

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Can you upload files to Microsoft Forms from people outside the organization?

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?”

A Comprehensive Guide on How To Collect Video Submissions

Although smartphones and modern software make it easy for almost anyone to create and store videos, it’s still very challenging trying to collect large files. Without a good system in place, your video applications and promotional material will end up scattered across a variety of places, programmes, and formats — some more secure than others.

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