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.
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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.
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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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Anti-money laundering regulations (AML) are a raft of regulations designed to detect, deter and disrupt criminal activity. Know Your Customer checklists are part of AML and are specifically designed to help with customer identification and screening.
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File Request Pro is an easy-to-use alternative to Fileinvite for collecting and dynamically organizing files and content.
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