Tips, guides, and best practices for document collection, client onboarding, and file management.
Customer services portals have really changed the way that businesses interact with their customers. A customer portal has many uses, depending on what you want the portal to achieve. Understanding how to build a customer portal requires a good knowledge of how such portals are used internally for support, and how your customers can benefit …
A step-by-step framework for writing request emails that actually get responses, plus 10 ready-to-use templates for document requests, meeting requests, approvals, feedback, and more.
Tax season is coming! And some people are finishing up their federal and state income tax returns in large numbers. They eventually will complete the paperwork and have it prepared for submission. If you prepare your taxes online or with the help of online accounting, you might be tempted to send tax documents by email. …
File Request Pro provides you with an easy way to gather support requests from your customers. It is a flexible alternative to Salesforce’s web-to-case feature, supporting attachments and customizations. Salesforce doesn’t offer a ‘form builder’ feature as such because it doesn’t allow you to build forms as part of the feature. Interested in Salesforce forms? …
File Request Pro provides you with an easy way to gather information and documents from leads and your existing clients. It is a simple, no-code alternative to Salesforce’s web-to-lead feature. Salesforce doesn’t offer a ‘form builder’ feature as such because it doesn’t allow you to build forms as part of the feature. Interested in Salesforce …
Looking to build forms for your clients that are compatible with your Salesforce organization? You have a number of options, depending on your use case and budget. Salesforce has two basic features for creating specific forms.
Creating fillable forms for your Salesforce leads or existing customers is quick and simple with File Request Pro’s Salesforce integration. You can request files, documents, and any other type of content, which is then securely transferred to your Salesforce.org.
A step-by-step guide to building an efficient accounting client onboarding process, from intake forms to document collection checklists.
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