Tax Return Checklist for Clients: Documents to Collect
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 …
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 …
OneDrive File Request: How to Request and Upload Files
File requests are a popular feature in OneDrive that provides you with a simple way to collect audio, video, presentations, and documents from anyone within your organization or external to it. It is an ideal way to securely collect large files without having to use file-sharing software. Users can create a request for files and …
Know Your Customer (KYC) Checklist & Form Template
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.
Fileinvite Alternative (The Easy Way to Collect Files and Content)
File Request Pro is an easy-to-use alternative to Fileinvite for collecting and dynamically organizing files and content.
Best Form Builders And Alternatives To File Request Pro
First of all, what is a form builder and why do I need to use one? Users can construct unique forms for their websites using a top forms builder. Online form builder software is becoming easier, quicker, and more accessible on web development platforms. File Request Pro is part form builder, part automation tool, and …
Simple and Flexible Data Collection Software (For Electronic Files)
File Request Pro is lightweight data collection software that you can use to collect videos, images, GPS coordinates, and spreadsheets. It is particularly useful for securely collecting and organising client data, without them needing to log in or use a specific device. File Request Pro natively integrates with popular cloud drive platforms, so you can …
How does Google Drive File Sharing Work for Requesting files?
Google Drive is a great platform for storing, sharing, and synching files across your devices. It doesn’t have a specific file request feature though. So how does Google Drive work for requesting files?
Best Document Collection Software: Top Tools Compared
Are you fed up with chasing clients for content? Or are projects getting delayed because of missing or incorrect files? Document collection software could be the solution you need.
How To Receive Large Files
If you regularly receive large files from clients then you’ll need a way to collect and organize them that is both professional and easy to use. File transfer programs are quick but leave you with hours of work downloading and organizing files. Cloud storage software is strong on organization, but clients often have to have …
The ultimate guide to Dropbox File Requests
Dropbox File Requests make collecting files easy and organized. Instead of sending attachments by email, anyone can upload files directly to your Dropbox. This feature is especially useful for projects, events, or any scenario where multiple files are needed from various people. To use Dropbox File Requests, simply create a request and share the link. …
The Best Dropbox File Request Alternative for Business
Dropbox’s File request feature lets you collect files from anyone, even if they don’t have a Dropbox account. However, this ‘add-on’ feature can be too basic for business users. File Request Pro provides a professional alternative for content and document collection that integrates with Dropbox.
