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. We’ll have a look at how you can invite people to send you files, as well as what this means for your Dropbox experience.

In some cases, Dropbox is not your best choice for collecting and organising 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”

Google Forms is a great product. It’s free, easy to use and popular. However, accepting attachments or file uploads requires you to use specific settings. If you want to collect files from anyone or allow file uploads without login to google – you’ll need to use file upload software instead that integrates with Google Drive instead.

Here are the 6 steps you need to take to successfully upload files and attachments using Google Forms.

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It’s increasingly common for you to receive large files from customers in electronic format. You might need to collect video, audio, presentations, photos and folders. However, collecting and organising large files is still not straightforward.

It’s easy to get tangled in a complex web of failed emails, frustrated customers and disorganised files.

We’ll look at your options below for receiving large files.

Continue reading “How to receive large files from customers (by email, sharing and uploading)”

Google Drive doesn’t natively support upload forms that can be used by anyone. If you try and add an upload question to a Google Form you will get this message: “Respondents will be required to sign in to Google when file upload questions are added to a form”.

If collecting documents from anyone is important to you, then you’ll need to use third-party software that integrates with Google Drive.

Continue reading “Google Drive Uploader – Building a Drag and Drop Uploader form for Google Drive”

So you wanted to use Google Drive to receive files? Did you found GoFileDrop and you wonder what other alternatives to it there are out there?

Continue reading “GoFileDrop Alternative”

Google Drive is a fantastic, popular tool that lets you collaborate with other Google users using shared folders. However, your clients need a Google account to upload to your Google Drive or to send you a file using Google Forms.

This is why we built File Request Pro. You can continue to use Google Drive for safely storing files and File Request Pro to professionally collect and automate file collection from anyone without them needing an account or to log in to specific software.

Continue reading “How to Allow Others to Upload Files to Your Google Drive”

If you’re looking to use Squarespace as a platform for building your website, then you may have realized that you will need to integrate the upload features with your website.

Having a website boosts an organization’s reputation and gives clients more faith in the goods and services it provides. A website aids in boosting a company’s market worth, productivity, and sales.

But as important as a website maybe you cannot expect customers to simply see your product and your information on the web and call you. You have to use your website to the maximum to be able to get information from your customers at whatever stage they are in your sales funnel.

It may be that you have a client for whom you only need their contact information or that you have one other client that must upload files to the Squarespace website so that you can complete your service offered working with that file or personal information.

Squarespace offers a wide variety of features to help you develop your site. However, if you want more customization and design control, then you might need to look into an alternative method. A third-party service can offer a wider range of customization options for your Squarespace forms or designs by providing upload file forms to integrate with HTML templates or CSS layouts.

Continue reading “Receive and Upload Files to Squarespace Website.”