Author: cmaggi

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.

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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.

Continue reading “Accountants and Bookkeepers: Your Tax Return Checklist for Clients”

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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Microsoft Forms allows users to collect data efficiently, but a common question arises regarding file uploads from outside the organization. This feature, essential for gathering documents from external partners or clients, is easy to enable yet often misunderstood.

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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.

Continue reading “A Comprehensive Guide on How To Collect Video Submissions”

Gathering mortgage documents and verifying information can cause a lot of back and forth between borrower and broker. It’s often the clunkiest part of the mortgage or loan application process and can prevent you from getting more sales. It can even lose your business, in the case of misplaced files, hacked emails, or confused clients.

So this may make you ask yourself “How can you remove friction from your mortgage documents collection process? How do you reduce errors in the mortgage documents collection process? How do you improve efficiencies?” These are all common concerns of those using manual processes or spreadsheets that have reached their limit.

As real estate agent, we need to ensure we are collecting the right information for each borrower (like credit history, financial details, renting history, or legal documents), not just any information. We need to be able to communicate with borrowers efficiently and effectively and get them through the application process as quickly as possible. By investing in a document collection solution built specifically for real estate agents, mortgage, and loan professionals, rather than spreadsheets or manual processes, these issues can be avoided.

Continue reading “Mortgage Document Collection Best Practices”

As accountants and bookkeepers, you are no strangers to the challenge of managing multiple clients’ documents while staying organized. Every client also comes with plenty of manual processes and manual tasks like meetings, emails, phone calls, and paperwork – all of which can feel overwhelming when it’s time to start your work.

Automating manual tasks and streamlining processes is an essential way for accounting, financial, and wealth management companies to stay competitive. This is particularly the case given that the abrupt move to online-only interactions caused by Covid-19 looks set to heavily influence how we work now, manual processes should be something of the past.

Introducing a client portal into your practice is essential for automating manual processes like document collection and creating an efficient automated workflow for processing the data received from clients.

In this guide, we will explore the different features available with a client portal that make the manual task of collecting documents easier for both you and your clients – allowing you to save time so you can focus on what truly matters: providing tax consulting services.

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Running a successful mortgage company requires more than just handing out loans and managing payments – you need to have a secure, organized system that allows customers to access the necessary documentation quickly and efficiently.

Documentation collection is one of the most tedious parts of mortgage processing. It can hold up the loan process and even cause loan denials if you aren’t careful. Keeping track of paperwork can be overwhelming as it is, but try doing so with hundreds or thousands of borrowers in your database!

Even with a human mortgage processor, there are only so many hours in the day for him/her to get the work done. A processor does more than collect documents too, which means he/she needs to multitask to get everything done on time, but sometimes it’s too much even for the best processor.

If too much time passes or clients just give up, it can leave you with unclosed loans in your pipeline which means a loss of revenue.

Having an effective mortgage document portal solution will ensure that your organization consistently delivers quality customer service while streamlining processes to increase efficiency. Read on for more information about why having a sophisticated mortgage document portal should be part of your overall business strategy.

A mortgage document portal answers these problems and more, making it easier than ever to not only keep track of your client’s documents but keep their information secure too. A client portal for mortgage documents makes life easier for everyone by simplifying the mortgage process and getting all documents where they need to be on time.

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Dropbox is a popular file hosting service that you can use to store your own documents and those of other people. You can then access these files on any device.

If you are looking for a way to allow others to upload to Dropbox without an account, you are in the right place. We’ll take a look at how you can invite people to send you files, send them a Dropbox upload link (File Request)

In some cases, Dropbox is not your best choice for collecting and organizing files from other people. We’ll cover these circumstances, including a brief guide to alternatives.

Continue reading “Allowing other people to upload to your Dropbox account (a complete guide)”

Microsoft Forms currently does not support file uploads from anonymous users or users external to your organization. File Request Pro solves this problem for you. You can easily create an upload form that natively connects with OneDrive or SharePoint and provides a streamlined experience for you and your customers.

File Request Pro also offers generous file size limits, automated reminders, conditional logic, standalone or embedded upload pages, and the ability to use your own branding and URL. See all product details.

Continue reading “Building a file upload form that natively connects with Microsoft OneDrive and SharePoint”