How to Dynamically Organise Your Files (in your Cloud Drive)
Automating File Requests and Reminders
Conditional Logic (for upload pages)
Flexible Upload-Page Layouts (Including Multi-Page Forms)
Branding the Document Collection Process
Coaching Intake Form Template (30+ Questions)
A coaching intake form is an essential tool used by professionals to set the foundation for a successful coaching relationship. It serves as a preliminary questionnaire to gather crucial information about a new client, which can include personal goals, challenges, preferences, and background details.
PBC List Template for Audits: Complete Guide
A “Provided by Client” list or PBC List, lists documents that 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 or the audit team to complete the annual audit. In a no-bid government contract, …
Making the Vendor Onboarding Process Simple
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.
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 …
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 …
