James Rose
Co-founder & CEO of Content Snare
James is the co-founder of Content Snare - a software platform that helps professionals collect content & files from clients.
Once an automation engineer, his new priority is to help business owners regain their lives, be more productive and get more done in less time.
Expertise: SaaS, Productivity, Automation, Business
Education:
Queensland University of Technology
Highlights
James’ career highlight is launching Content Snare in 2017 and continuously building on a tight-knit team of amazing people he works with every day.
Experience
In 2010, James joined forces with his business partner Mark and co-founded a software and web development agency as their first business venture. After successfully catering to clients for six years, James felt the call of his past life as an automation engineer. Driven by his passion for the art and science of automation, James and Mark decided to take the leap and launched Content Snare as we know it today.
Education
James obtained both his Bachelor of Engineering in Infomechatronics and Masters of Engineering Management from QUT.
For Fun
When he’s not being an automation geek, James is off flying FPV drones, snowboarding, electric skateboarding, and attempting to try every craft beer under the sun.
More fromJames Rose
James Sundin's approach to sales (without being salesy)\
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June 8, 2026\
- by Drazen Vujovic\
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Learn how James Sundin helps accountants win better clients through positioning, trust, and client-focused marketing.
Why training in accounting firms breaks down (and how to fix it)\
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April 30, 2026\
- by Drazen Vujovic\
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Rob Pillans explains why most accounting firms underinvest in non-technical training, and what it takes to build stronger managers and more capable teams.
Preparing for Tranche 2: Automating KYC/AML checks with Content Snare\
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April 17, 2026\
- by Drazen Vujovic\
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Learn how accounting firms can prepare for Tranche 2 by automating KYC checks, identity verification, and AML screening with Content Snare.
How Content Snare helps with Tranche 2 AML requirements\
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April 15, 2026\
- by James Rose\
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If you're impacted by the upcoming Tranche 2 AML changes, here's what we've built to help. Content Snare's AML Features Improved ID verification We've rebuilt our ID verification, which is a big step up on how the previous feature worked. Document verification checks that the client's ID is genuine, scanning for tampering or forgery across […]
Jacqui Trumper on networking as an introvert and building a firm her way\
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April 14, 2026\
- by Drazen Vujovic\
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How Jacqui Trumper built an efficient accounting firm using the right tech and networking, even as an introvert.
How to set up AML screening for your firm\
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April 8, 2026\
- by Drazen Vujovic\
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A clear guide on AML screening for accountants, from client checks to ongoing monitoring, with a simple setup you can use right away.
How to run PEP and sanctions checks with Content Snare\
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April 6, 2026\
- by Drazen Vujovic\
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A practical guide for accounting firms on running PEP and sanctions checks during client onboarding using Content Snare.
Amy Holdsworth explains how firms should free accountants from admin work\
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March 25, 2026\
- by Drazen Vujovic\
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Amy Holdsworth of Clarity Street shares insights on how accounting firms can improve efficiency by shifting admin work away from accountants and strengthening internal processes.
Building culture by design: Lessons from Taryn Holman of Seamless SMSF\
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February 16, 2026\
- by Drazen Vujovic\
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Learn how Seamless SMSF builds culture intentionally through hiring for fit and everyday habits that strengthen trust across the team.
Creating a memorable accounting brand: Expert lessons from building businessDEPOT\
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January 19, 2026\
- by Drazen Vujovic\
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Standing out is getting increasingly difficult for accounting firms that offer similar services and comparable technical expertise. However, some firms stick in your mind long after the first meeting, and they do it without flashy campaigns or the big spend. Brisbane-based businessDEPOT is one such firm. Founded by John Knight, the practice built its reputation […]
How Content Snare’s UK focus led to a Xero App Awards win (and what it means for your practice)\
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December 18, 2025\
- by Drazen Vujovic\
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We’re currently preparing a set of 20 MTD-specific templates designed for common UK reporting workflows, so firms don’t need to build requests from scratch. These templates plug straight into existing automation to make recurring MTD work easier to run at scale.
How to make a client document checklist that actually gets used\
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December 17, 2025\
- by Drazen Vujovic\
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Spending too much time chasing clients for missing docs? Learn how to create an easy-to-follow client document checklist that actually gets used.
Tech decision-making in accounting: Lessons from an industry expert\
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December 10, 2025\
- by Drazen Vujovic\
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According to the latest Intuit QuickBooks Accountant Technology Survey, more than 90% of accountants expect new software solutions to save them time on core compliance tasks like tax returns, bookkeeping, and payroll. But while the potential of accounting tech is clear, the reality is more complicated. Modern practices are flooded with choices and too many […]
Client intake software: Top 5 tools to optimize onboarding\
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December 3, 2025\
- by Drazen Vujovic\
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Discover five client intake software solutions that make onboarding a smoother experience for you and your clients.
The best software to assist with MTD client data collection\
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November 26, 2025\
- by Drazen Vujovic\
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Making Tax Digital adds a lot of new reporting requirements to your workflow. Learn how Content Snare helps collect client information and keep your MTD submissions stress-free.
Monitoring file submissions: How to track which documents your clients have uploaded\
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November 26, 2025\
- by Drazen Vujovic\
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Not sure how to track document submissions? Learn how to easily track every file your clients have uploaded, and finally get a stress-free view of your project progress.
Isaac Perdomo’s automation framework for improving accounting efficiency\
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November 20, 2025\
- by Drazen Vujovic\
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Automation expert Isaac Perdomo of Opzer shares how accounting firms can boost efficiency by clarifying their processes and focusing on simple low-risk automations.
Collecting client info takes forever? Here's what you need to do\
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November 11, 2025\
- by Drazen Vujovic\
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Do you feel like collecting client info takes forever? Discover a simple way to collect everything you need quickly and efficiently.
Chris Davey’s blueprint for accountants in buy-side advisory\
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November 6, 2025\
- by Drazen Vujovic\
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Accountica founder Chris Davey shares how accountants can move beyond compliance work to build real enterprise value through buy-side advisory, search funds, and exit optimization.
Why clients don't complete your forms (and how to get them to)\
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November 4, 2025\
- by Drazen Vujovic\
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Clients never seem to complete your forms? This article explains why it happens, how to fix it, and introduces a tool that makes the whole process easier.
What to do if clients never send things on time\
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October 30, 2025\
- by Drazen Vujovic\
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Most clients never send things on time. In this post, we’ll show you that the secret to getting what you need on time is removing friction, not sending more emails.
Sick of chasing clients for documents? Here’s how to fix it\
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October 27, 2025\
- by Drazen Vujovic\
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If you’re sick of chasing clients for documents, you’re not alone. Here’s why it keeps happening and how to finally fix it.
Marketing agency client content collection: Solving the biggest bottleneck\
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October 23, 2025\
- by Drazen Vujovic\
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Learn why content collection is the biggest bottleneck for marketing agencies and how to solve the problem with structured templates, automated reminders, and client-friendly workflows.
Winning with relationships: Trent McLaren’s playbook for accountants (and SaaS)\
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October 16, 2025\
- by Drazen Vujovic\
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Learn how to build meaningful industry relationships that drive referrals, open doors, and create lasting business advantages from Vinyl founder Trent McLaren.
How to make a will intake form (+ free template)\
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October 13, 2025\
- by Drazen Vujovic\
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Check out this post to learn how to create a comprehensive will intake form, or simply use our ready-made template.
5 requirement gathering tools to optimize your projects\
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October 8, 2025\
- by Drazen Vujovic\
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Read this post to learn about the best requirement gathering tools that can help you optimize projects and client onboarding.
Partnership agreement questionnaire (free template)\
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October 6, 2025\
- by Drazen Vujovic\
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This partnership agreement questionnaire template will help you gather the basic details needed for drafting or reviewing a partnership contract.
How to write a perfect fundraising application\
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October 2, 2025\
- by Drazen Vujovic\
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Read this post and learn how to make a well-structured fundraising application.
Tax return automation: Save time and scale with ease\
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September 29, 2025\
- by Drazen Vujovic\
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Every accountant and tax professional knows the reality of a busy season, when tight deadlines and a flood of tasks all seem to demand attention at once. The tax return workflow is where things slow down the most, as there are too many manual steps and reminders to send. But that’s good news. Tax returns […]
From early steps to full AI adoption in accounting\
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September 25, 2025\
- by Drazen Vujovic\
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Discover how accounting firms are adopting AI today, where the real opportunities lie, and what steps you can take to stay ahead as automation accelerates.
How AI can revolutionize marketing: An expert guide for accounting firms\
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September 22, 2025\
- by Drazen Vujovic\
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AI is changing the way accounting practices approach marketing. Read this post to see expert insights on how to improve your marketing with AI-powered tools.
How to prepare your accounting firm for AI and automation (without breaking your processes)\
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September 18, 2025\
- by Drazen Vujovic\
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Jumping into AI too quickly can backfire if your processes aren’t ready. Learn how to prep your accounting firm with a practical framework shared at our AI & Automation Summit.
How small automation wins create big change in accounting\
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September 15, 2025\
- by Drazen Vujovic\
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Learn how accounting practices can achieve major efficiency gains and cost savings through the “1% rule” of making incremental automation improvements.
Expert tips to automate accounting practice with Zapier and Make\
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September 11, 2025\
- by Drazen Vujovic\
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Learn how to use no-code automation tools like Zapier and Make to eliminate repetitive tasks and integrate AI into your accounting workflows without being a tech expert.
XPM: How to get the right automations in place\
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September 8, 2025\
- by Drazen Vujovic\
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Learn how accounting firms can unlock XPM’s real automation potential while avoiding the common pitfalls that slow teams down.
The future of accounting: Practical AI applications for productivity\
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September 4, 2025\
- by Drazen Vujovic\
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Learn how accountants can use smart prompts, not technical skills, to get real results with AI and streamline everyday tasks.
Demystifying the security around the apps you use\
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September 1, 2025\
- by Drazen Vujovic\
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Most firms prioritize cost or industry-specific features when choosing accounting software, but one factor should outweigh them all: security. Every tool you adopt becomes a gateway to your clients’ most sensitive data. If that data is compromised, the consequences aren’t just technical, but also financial, reputational, and sometimes even, legal. According to the Thomson Reuters […]
Franchise agreement form (free template)\
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August 28, 2025\
- by Drazen Vujovic\
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Need a ready-made franchise agreement form? Check out this post to see the most important sections and questions that should be in your template.
Flexible work arrangement questionnaire (free template)\
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August 25, 2025\
- by Drazen Vujovic\
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Check out this post to learn what questions to include in your flexible work arrangement questionnaire template.
Implementation questionnaire (free template)\
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August 21, 2025\
- by Drazen Vujovic\
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Access our comprehensive implementation questionnaire template and learn how to quickly customize it using the right form building tool.
How to make a donor request (free template included)\
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August 18, 2025\
- by Drazen Vujovic\
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Learn how to craft appealing donor requests and check out our free, ready-to-use template for NGOs and charitable teams.
Feasibility questionnaire (free template)\
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August 14, 2025\
- by Drazen Vujovic\
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In this post, we give you a feasibility questionnaire template that provides a practical and repeatable way to collect insights across multiple aspects of the project.
Executive coaching intake form (free template)\
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August 11, 2025\
- by Drazen Vujovic\
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In this post, you’ll find an executive coaching intake form template that covers all of the key aspects of the coach-client engagement.
Donor questionnaire (free template)\
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August 4, 2025\
- by Drazen Vujovic\
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Read this post to see some of the most important questions for a donor questionnaire template.
TASA reforms made simple: Handle identity checks with ease\
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July 30, 2025\
- by Drazen Vujovic\
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Learn how Australia’s new TASA requirements make client identity verification mandatory and how tools like Content Snare help you stay compliant.
Data migration form (free template)\
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July 30, 2025\
- by Drazen Vujovic\
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In this post, we’ll walk you through a ready-to-use data migration form template IT teams can use to complete the process with utmost accuracy.
Customer success questionnaire (free template)\
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July 28, 2025\
- by Drazen Vujovic\
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Check out a customizable customer success questionnaire template designed to help you gather feedback and improve retention.
How to make a conveyancing form (free template)\
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July 23, 2025\
- by Drazen Vujovic\
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Read this post to learn about the most relevant sections and questions to include in your conveyancing intake form.
Conflict resolution questionnaire (free template)\
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July 16, 2025\
- by Drazen Vujovic\
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Check out this conflict resolution questionnaire template designed to help teams understand internal conflicts and communication dynamics.
Disaster recovery questionnaire (free template)\
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July 9, 2025\
- by Drazen Vujovic\
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Check out this post to learn how to collect information using a comprehensive disaster recovery questionnaire.
Commercial lease application (free template)\
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July 7, 2025\
- by Drazen Vujovic\
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Read this post to see how to make a truly comprehensive commercial lease application template.
What is ISO 27001 (and how does it make Content Snare more secure)?\
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June 30, 2025\
- by Drazen Vujovic\
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Content Snare is now ISO 27001 certified. Read this post to learn what it means and how it makes our system more secure.
Business structure form — free template\
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June 26, 2025\
- by Drazen Vujovic\
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Check out this post and learn how to create a comprehensive business structure form template.
Change management questionnaire (free template)\
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June 23, 2025\
- by Drazen Vujovic\
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Read this post to learn how to make a solid change management questionnaire that captures all the necessary information.
Board member application (free template)\
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June 19, 2025\
- by Drazen Vujovic\
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Learn how to make a well-structured board member application form that can help your organization make more confident decisions when selecting new board members.
Cloud migration questionnaire (free template)\
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June 16, 2025\
- by Drazen Vujovic\
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In this post, we’ll take you through the most important questions that should be in your cloud migration questionnaire template.
IT audit questionnaire (free template)\
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June 12, 2025\
- by Drazen Vujovic\
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Regular IT audits are the cornerstone of cybersecurity. In this post, we’ll show you the most important questions that should be in your questionnaire.
Bookkeeping client onboarding questionnaire (free template)\
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June 9, 2025\
- by Drazen Vujovic\
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Check out this post if you’re struggling to optimize your bookkeeping client onboarding process.
Managerial accountability questionnaire template\
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June 2, 2025\
- by Drazen Vujovic\
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Check out our questionnaire template that will help you assess and improve managerial accountability.
A ready-made financial planning fact find template\
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May 29, 2025\
- by Drazen Vujovic\
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The financial planning process is much easier if you have an information-gathering form at your disposal. This post will show you how to create a perfect fact find template.
How law firms can make the most of Content Snare\
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May 26, 2025\
- by Drazen Vujovic\
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This post will help legal professionals learn about different ways to use Content Snare in their daily work.
Google Forms vs Microsoft Forms: Who wins (+ the best alternative)\
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May 22, 2025\
- by Drazen Vujovic\
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Having a hard time choosing between Google Forms or Microsoft Forms? This article will give you a detailed overview of both tools so you can make the right decision.
How to reply inline (and why you should avoid it altogether)\
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May 19, 2025\
- by Drazen Vujovic\
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Inline replies are a common type of digital communication. In this post, we’ll show you how to do it properly, but we’ll also point out why you’re better off avoiding it entirely.
Landing page questionnaire (free template)\
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May 15, 2025\
- by Drazen Vujovic\
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Web design is so complex that it often turns client onboarding into a data-gathering bottleneck. We’ll show you how to streamline the process with a landing page questionnaire.
How to choose a file sharing portal (plus top 5 picks)\
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May 12, 2025\
- by Drazen Vujovic\
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Struggling to find the right file sharing portal? This guide breaks down the key factors to consider and reveals our favorite options.
Digital agency client management: Laura Elizabeth shares her insights\
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May 5, 2025\
- by Drazen Vujovic\
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If you find it hard to manage client relationships, read on to learn some expert tips from Laura Elizabeth, a founder of multiple products.
Bookkeeping client onboarding checklist: 7 steps with to-do items\
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April 28, 2025\
- by Drazen Vujovic\
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Discover a well-structured bookkeeping client onboarding checklist to streamline your process and set the stage for a successful long-term partnership.
Content Snare: A smarter data collection process for accounting firms\
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April 25, 2025\
- by Drazen Vujovic\
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This post will help accountants and bookkeepers learn about different ways to use Content Snare in their daily work.
Mastering high-ticket sales with Kim Barrett\
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April 21, 2025\
- by Drazen Vujovic\
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Many digital agencies shy away from pricing their services at a premium level. In this post, we explore high-ticket sales strategies with Kim Barrett, owner of Your Social Voice.
Client management software: A simple guide to find the right tool\
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April 14, 2025\
- by Drazen Vujovic\
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Organizations working with many clients simultaneously can strengthen business relationships using the right tool. This post will help you pick the best client management software.
Improve client comms in 7 steps: A no-nonsense guide\
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April 10, 2025\
- by Drazen Vujovic\
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If you’re tired of endless email chains, misunderstandings, and last-minute surprises, check out this seven-step guide on how to improve client comms.
Digital agency lead generation: Kim Barrett shares his secrets\
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April 7, 2025\
- by Drazen Vujovic\
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We hosted Kim Barrett, founder of Your Social Voice, to discuss how digital agencies can improve their lead generation strategies.
Property management checklist for smooth rental operations\
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April 3, 2025\
- by Drazen Vujovic\
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Check out a property management checklist that streamlines tenant move-ins, maintenance, rent collection, and other rental operations.
Choosing the right TaxDome alternative: A smart comparison\
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March 31, 2025\
- by Drazen Vujovic\
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Looking for the best TaxDome alternative? This guide will help you to find the perfect software based on your budget, firm size, and other specific needs.
How Content Snare keeps your data safe\
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March 24, 2025\
- by Drazen Vujovic\
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Learn how Content Snare goes beyond standard security practices to deliver best-in-class protection, keeping your data encrypted and safe from sophisticated threats.
HR questionnaire: 5 templates to collect employee feedback\
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March 17, 2025\
- by Drazen Vujovic\
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Learn about HR questionnaires that go beyond data collection to improve your workplace culture and employee engagement.
Client data collection: Get what you need without the headache\
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March 10, 2025\
- by Drazen Vujovic\
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Do you find it hard to get the right information and files from your clients? Check out this post to learn how to improve your client data collection process.
Agency profitability: Expert tips from Marcel Petitpas\
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March 3, 2025\
- by Drazen Vujovic\
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Struggling with agency profitability? Learn how to increase net profit and improve cash flow with expert tips from the CEO & Co-Founder of Parakeeto, Marcel Petitpas.
Improve your business model with Jonathan Stark’s value-based pricing tips\
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February 24, 2025\
- by Drazen Vujovic\
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Discover Jonathan Stark's insights on value-based pricing and learn how to maximize profits, align client incentives, and eliminate hourly billing.
Overcoming entrepreneur imposter syndrome: Growth lessons from FreshBooks co-founder\
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February 17, 2025\
- by Drazen Vujovic\
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We interviewed Mike McDerment, co-founder of FreshBooks, to learn how he dealt with imposter syndrome and self-doubt as an entrepreneur.
Understanding loan origination software: A complete guide\
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February 3, 2025\
- by Drazen Vujovic\
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Learn how to discover the best loan origination software and streamline your lending operations.
25 project management statistics to guide your plans in 2025\
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January 27, 2025\
- by Drazen Vujovic\
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This post explores project management statistics to help you understand the most recent trends, tools, methodologies, and skills in this sector.
30 lawyer statistics every law firm should be aware of\
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January 20, 2025\
- by Drazen Vujovic\
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Check out the most relevant lawyer statistics to figure out how to improve the functioning of your legal practice in 2025 and beyond.
25 recruitment statistics to improve your hiring process\
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January 13, 2025\
- by Drazen Vujovic\
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Interested in improving your hiring process? These recruitment statistics may provide some insight on how to excel.
40 HR statistics every organization should consider\
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January 6, 2025\
- by Drazen Vujovic\
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HR professionals face the difficult task of balancing employee well-being and performance. In this post, we’ll show you important HR statistics that might shed new light on your job.
25 graphic design statistics every business should know\
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December 30, 2024\
- by Drazen Vujovic\
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Check out key graphic design statistics that can help you shape your creative strategy and make impactful visuals.
Taxation statistics: Mapping the world’s revenue collection\
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December 23, 2024\
- by Drazen Vujovic\
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Interested in how taxes work around the world? Check out this post to see some of the most notable taxation statistics.
27 eye-opening financial planning statistics\
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December 23, 2024\
- by Drazen Vujovic\
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Clever planning is a major precondition for long-term financial stability. In this post, we’ll show you some of the most notable financial planning statistics.
Cybersecurity statistics: Key insights to keep you alert\
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December 16, 2024\
- by Drazen Vujovic\
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Digital security is a crucial aspect of running a modern business. In this post, we’ll show you the most important cybersecurity statistics.
General insurance questionnaire template\
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December 9, 2024\
- by Drazen Vujovic\
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If you need a general insurance questionnaire to simplify client onboarding, this post will show you what to include in your template.
How to conduct online ID verification in Australia\
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December 2, 2024\
- by Drazen Vujovic\
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Verifying your client’s identity is essential for the overall security of your business operations. In this post, we’ll explain how to conduct online ID verification for the Aussie market.
Tax Return Documentation — Individual (questionnaire template)\
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November 26, 2024\
- by Drazen Vujovic\
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Looking for an easier way to assist clients with their tax return? This post will show you how to create a perfect questionnaire and quickly collect relevant documentation.
Tax return documentation - business (questionnaire template)\
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November 24, 2024\
- by Drazen Vujovic\
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Looking for an easier way to assist businesses with their tax return? This post will show you how to create a perfect questionnaire and quickly collect relevant documentation.
How to make an audit questionnaire (free template included)\
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November 22, 2024\
- by Drazen Vujovic\
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Want a simpler way to analyze your clients’ finances? Check out this post to learn how to create an audit questionnaire — or use our built-in template.
Software for accounting practices: 7 tools worth testing\
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November 20, 2024\
- by Drazen Vujovic\
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Unsure how to pick the right software for your accounting practice? Check out this post to see some of the best options across multiple categories.
Top AI & Automation Trends for Accountants in 2025 and beyond\
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November 18, 2024\
- by Drazen Vujovic\
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Check out this post to learn about the most important conclusions from the recent AI & Automation Summit.
CRO for digital agencies: Kurt Philip from Convertica shares his insights\
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November 18, 2024\
- by Drazen Vujovic\
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We interviewed Kurt Philip, founder of Convertica, to hear how he helps clients with conversion rate optimization. Check out this post to see what insights we gained from it.
9 accounting KPIs your firm should be tracking\
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November 16, 2024\
- by Drazen Vujovic\
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You can’t improve what you don’t measure, right? In this post, we’ll show you the most important KPIs your accounting firm should be tracking.
Running productive team meetings: Expert tips from Kimberly Lipari\
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November 14, 2024\
- by Drazen Vujovic\
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Team meetings don’t have to be a waste of time. Kimberly Lipari from Valet.io explains how they’ve revolutionized their team meetings to run much more efficiently.
7 tips to improve B2B SaaS onboarding (examples included)\
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November 12, 2024\
- by Drazen Vujovic\
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Client onboarding in the B2B SaaS field is tough, but it gets easier if you use the right tactics. In this post, we’ll show you 7 ways to improve your onboarding process.
B2B onboarding checklist template\
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November 10, 2024\
- by Drazen Vujovic\
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A B2B onboarding checklist makes it easier to get your new project up and running. In this post, we’ll show you a template you can use for frictionless client onboarding.
21 tools for human resources\
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November 8, 2024\
- by Drazen Vujovic\
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Modern HR professionals need an entire tech suite to get a firm grip on internal operations. In this article, we will discuss some of the best tools for human resources.
Property management onboarding checklist (free template)\
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November 6, 2024\
- by Drazen Vujovic\
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Eager to optimize your client onboarding process? We’ll help you out by providing a detailed property management onboarding checklist.
The State of AI & Automation: A Deep Dive with ABN, ICB, and Industry Thought Leaders\
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November 5, 2024\
- by Drazen Vujovic\
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Interested in the current state of AI and automation in accounting? Check out these insights from a recent AI & Automation Summit.
Tools for recruiters: 20+ options worth testing\
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November 4, 2024\
- by Drazen Vujovic\
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Wondering how to streamline your recruitment process? We’ll help you out by discussing some of the best tools for recruiters.
Facility management questionnaire (free template)\
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November 1, 2024\
- by Drazen Vujovic\
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Learn how to create an all-encompassing facility management questionnaire and streamline your client onboarding process.
Personal loan questionnaire (free template)\
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October 30, 2024\
- by Drazen Vujovic\
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This blog post will show you some of the most important questions to include in your personal loan questionnaire template.
Optimizing agency workflow: Insights from Gray MacKenzie\
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October 28, 2024\
- by Drazen Vujovic\
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We interviewed Gray MacKenzie, founder of ZenPilot, to hear how he helps agencies improve their processes and profitability. Check out this post to see what insights we gained from it.
Project management questionnaire (free template)\
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October 28, 2024\
- by Drazen Vujovic\
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A questionnaire can help you manage projects faster and more efficiently. Check out this post to see some of the most important questions to include in your template.
Family law questionnaire (free template)\
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October 24, 2024\
- by Drazen Vujovic\
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A family law questionnaire is a simple way to gather information about your clients’ cases. In this post, we’ll show you what this questionnaire template should look like.
Immigration law software: 5 tools worth testing\
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October 22, 2024\
- by Drazen Vujovic\
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Do you find it hard to pick the best immigration law software for your firm? Don’t worry — we’ll help you out by presenting some of the best tools in the business.
Cybersecurity questionnaire (30 questions + free template)\
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October 20, 2024\
- by Drazen Vujovic\
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Need a cybersecurity questionnaire, but you’re not sure how to create one? This post will show you 30 questions to include in your form.
Client answers: How to get them as quickly as possible?\
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October 18, 2024\
- by Drazen Vujovic\
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Are you struggling to get timely answers from your clients? Don’t worry — we’ll discuss a few practical tips on how to overcome this hurdle.
How to Automate Financial Consolidations for Faster, Easier Reporting\
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October 16, 2024\
- by Drazen Vujovic\
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Automating financial consolidations saves time and reduces errors. This guide explores financial consolidation tools and discusses strategies to streamline your reporting.
Financial audit questionnaire (free template)\
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October 16, 2024\
- by Drazen Vujovic\
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A financial audit questionnaire enables you to quickly gather information and onboard clients. In this post, we’ll show you how to make one.
Accounting newsletters for clients: 7 tips to make them work\
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October 14, 2024\
- by Drazen Vujovic\
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Not sure how to approach your accounting newsletter for clients? Check out this post to see some practical tips on how to make the most of it.
How to make a financial audit checklist (template included)\
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October 12, 2024\
- by Drazen Vujovic\
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Financial audits should follow the same pattern if you want to improve productivity. In this post, we’ll show you a checklist template that can help you better prepare for new clients.
How to wow new clients: 8 proven methods (with examples)\
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October 10, 2024\
- by Drazen Vujovic\
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Would you like to leave a lasting impression on your new clients? This post will show you proven ways to do so along with real-life examples.
Best accounting practice management software for UK firms\
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October 8, 2024\
- by Drazen Vujovic\
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Running an accounting firm in the UK is tough if you’re doing everything manually. This post will discuss the best accounting practice management software options you can use to streamline business operations.
3 modern tools for effective payroll onboarding\
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October 6, 2024\
- by Sylva Sivz\
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Explore how the integration of modern technology and dedicated tools can streamline your payroll onboarding process.
30+ questions to ask clients in a UI design questionnaire (+ free template)\
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October 4, 2024\
- by Sylva Sivz\
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Get a list of 30 helpful questions to ask clients in a UI design questionnaire to make sure you nail project expectations right from the beginning + get our free template!
Top 10 accounting firms in the UK\
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October 2, 2024\
- by Drazen Vujovic\
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Curious about the biggest accounting firms in the UK? Here’s the list of the top accounting practices in the country.
Accountant lead generation: 7 proven tactics (with examples)\
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September 27, 2024\
- by Drazen Vujovic\
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Looking to improve your lead generation strategy? Check out this article to learn tested methods to generate leads for your accounting practice.
30 real estate closing gifts that will wow your clients\
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September 24, 2024\
- by Drazen Vujovic\
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Would you like to strengthen client relationships with a nice goodbye present? If yes, check out this list of 30 real estate closing gift ideas.
Legal document automation: The ultimate guide\
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September 6, 2024\
- by Drazen Vujovic\
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Document automation is how lawyers can free up time for more important tasks. This post will discuss the essentials of legal document automation.
Document automation software: Top 5 tools tested and ranked\
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September 4, 2024\
- by Drazen Vujovic\
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Searching for the best document automation software? Read on to see some of the most useful solutions along with instructions on how to take your pick.
Employee onboarding form (questions + template)\
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September 2, 2024\
- by Drazen Vujovic\
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Learn how to create an employee onboarding form that keeps new workers well-informed about their roles and company policies.
Jotform vs Formstack: The surprising differences\
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August 31, 2024\
- by Drazen Vujovic\
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Jotform and Formstack are popular form builders with major differences. Read this post to learn how they stack up against each other.
Typeform vs Paperform: The devil’s in the details\
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August 29, 2024\
- by Drazen Vujovic\
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Can’t seem to choose between Typeform and Paperform? Read this post to figure out the differences and learn about the best alternative to these two form builders.
SurveyMonkey vs Microsoft Forms: Obvious differences\
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August 27, 2024\
- by Drazen Vujovic\
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If you’re not sure whether to use SurveyMonkey or Microsoft Forms, read on to learn about their pros and cons so you can pick the right tool for your projects.
Typeform vs SurveyMonkey: Key features tested and compared\
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August 25, 2024\
- by Drazen Vujovic\
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Finding it hard to distinguish between Typeform vs SurveyMonkey? We’ll help you out with this detailed overview of both form builders.
Secure file sharing with clients: what are your options?\
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August 23, 2024\
- by Drazen Vujovic\
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Looking for the best way to share files with clients? In this post, we explore 3 types of secure file sharing platforms to help you make your choice.
A beginner’s guide to customer onboarding metrics\
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August 21, 2024\
- by Sylva Sivz\
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Not sure what to track to measure the effectiveness of your onboarding process? Here are 5 customer onboarding metrics to track and what they’re all about.
50 questions to ask clients in a business planning questionnaire\
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August 19, 2024\
- by Sylva Sivz\
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Get a list of 50 questions to ask clients in a business planning questionnaire to craft a strong and detailed business plan.
20+ customer success statistics that will inspire you to boost your CX\
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August 17, 2024\
- by Sylva Sivz\
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Discover key customer success statistics that highlight the importance of a positive customer experience and will inspire you to enhance your CX.
6 client dashboard software options that impress\
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August 11, 2024\
- by Sylva Sivz\
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Keep running into delays when running your professional services business? Discover how client dashboard software can help and explore some options on the market.
How to build an effective B2B customer success onboarding program\
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August 10, 2024\
- by Sylva Sivz\
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Learn 5 key steps to building a strong B2B customer success onboarding program that will help you maximize customer satisfaction long-term.
Create a perfect tax planning questionnaire (free template included)\
\
August 9, 2024\
- by Drazen Vujovic\
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Learn how to create a comprehensive questionnaire that will help you prepare for the tax planning meeting.
How to create a PR questionnaire (free template included)\
\
August 8, 2024\
- by Drazen Vujovic\
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A well-designed PR questionnaire is an easy way to onboard new clients. In this post, we’ll show you how to create one.
Succession planning questionnaire template: 21 questions\
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August 7, 2024\
- by Drazen Vujovic\
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Still haven’t developed a feasible succession plan? We’ll help you kickstart the process with the right succession planning questionnaire.
How to create a CRM questionnaire (examples included)\
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August 6, 2024\
- by Drazen Vujovic\
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CRM questionnaires can cover different aspects of your business. In this post, we’ll discuss three common options and show you how to create questions for each.
Questions to ask in a wealth management questionnaire\
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August 5, 2024\
- by Sylva Sivz\
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Get a list of questions to ask clients in a wealth management questionnaire to help you understand their financial goals and create a strategy that suits their needs.
50 questions to ask new hires in your employment intake form\
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August 4, 2024\
- by Sylva Sivz\
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Get a list of questions to ask new hires in an employment intake form to set them up for success in their new role. Get access to our template you can use to save time.
How to create a mortgage questionnaire (free template included)\
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August 3, 2024\
- by Drazen Vujovic\
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A mortgage questionnaire is the simplest way to quickly gather information from borrowers. In this post, we’ll show you the questions to include in your template.
Law firm time tracking: 5 tools worth testing\
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August 2, 2024\
- by Drazen Vujovic\
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Law firm time tracking is essential for accurate billing and good client relationships. In this post, we’ll show you some of the best time tracking software options for legal professionals.
How to create a personal injury intake form (free template included)\
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August 1, 2024\
- by Drazen Vujovic\
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Learn how to create a personal injury intake form with our step-by-step guide, and access a customizable template to streamline your client intake process.
Creating a graphic design checklist for flawless project execution\
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July 31, 2024\
- by Sylva Sivz\
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Discover how creating a graphic design checklist can help you create a structured workflow, streamline communication with your clients, and help you deliver exceptional work!
Strategic planning questionnaire template: 30 questions\
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July 30, 2024\
- by Drazen Vujovic\
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Strategic planning is the cornerstone of organizational success. In this post, we’ll show you how to prepare for it by creating a comprehensive questionnaire.
How to create a Google Ads questionnaire (+free template)\
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July 29, 2024\
- by Drazen Vujovic\
\
Looking for a simple way to understand your clients’ advertising preferences? Read this post to see how to create a Google Ads questionnaire.
Mortgage broker marketing: 9 ideas to grow your business\
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July 28, 2024\
- by Drazen Vujovic\
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Clever mortgage broker marketing can help you seal more deals and earn higher commissions. In this post, we’ll show some of the best tactics in this field.
Choosing finance broker software\
\
July 27, 2024\
- by Sylva Sivz\
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Discover how finance broker software can benefit your business’s operations, some top options on the market, and what to consider before you make your choice.
6 tips for enterprise onboarding success\
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July 26, 2024\
- by Sylva Sivz\
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Discover 6 tips for designing a strong customer onboarding process that will impress your enterprise customers.
SurveyMonkey vs Google Forms: A detailed comparison\
\
July 25, 2024\
- by Drazen Vujovic\
\
Not sure whether to choose SurveyMonkey or Google Forms? We’ll show you the pros and cons of each tool so you can pick the right tool for your projects.
How to be a successful real estate agent (5 strategies)\
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July 24, 2024\
- by Sylva Sivz\
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How can you be successful as a real estate agent? Read this post to discover what constitutes success in real estate and learn 5 strategies for crushing the game.
Client portals for law firms: 5 tools to make your work (and life) easier\
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July 22, 2024\
- by Drazen Vujovic\
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Not sure which client portal to choose for your law firm? Read our post to learn the ins and outs of picking the best client portal software.
Top 5 real estate client portal solutions\
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July 18, 2024\
- by Drazen Vujovic\
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Looking for a client portal for your real estate agency? Check out the analysis of our five favorite options.
Tools for fast & secure client data collection\
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July 17, 2024\
- by Drazen Vujovic\
\
Still using email for client data collection? Check out this post to learn much better ways to gather information from clients.
40+ questions to ask in a client tax questionnaire\
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July 16, 2024\
- by Sylva Sivz\
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Get a list of questions to ask when filing a tax return plus get access to our tax questionnaire templates to speed up the process altogether.
How to create a divorce questionnaire (free template included)\
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July 15, 2024\
- by Drazen Vujovic\
\
Learn the basics of creating a divorce questionnaire and some of the most important questions to include in your template.
50+ questions for a market research questionnaire (free template included)\
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July 14, 2024\
- by Drazen Vujovic\
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Not sure how to compile a solid market research questionnaire? We’ll show you 50+ questions to include in your template.
How to create a bankruptcy questionnaire (free template included)\
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July 13, 2024\
- by Drazen Vujovic\
\
Learn the basics of creating a bankruptcy questionnaire and some of the most important questions to include in your template.
How to increase client engagement (5 ideas)\
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July 12, 2024\
- by Sylva Sivz\
\
Discover 5 different ideas on how to increase client engagement if you run a professional services business of any size.
50+ questions to help you make a due diligence questionnaire\
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July 11, 2024\
- by Drazen Vujovic\
\
Create a comprehensive due diligence questionnaire by following the best practices and real examples.
5 tools to streamline accounting firm marketing efforts\
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July 9, 2024\
- by Sylva Sivz\
\
Discover some handy tools and software accounting firms can use to amplify their marketing efforts.
Best software for law firms reviewed and ranked\
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July 7, 2024\
- by Sylva Sivz\
\
How do you decide which software is best for your law firm? We compare the pros and cons of some top legal practice management software in this post to help you make your choice.
A modern tool for digitizing investor onboarding\
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July 6, 2024\
- by Sylva Sivz\
\
Understand all the steps of the investor onboarding process and how the help of modern tools like Content Snare can help you collect information more efficiently.
How to verify your clients’ identity online\
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July 5, 2024\
- by Drazen Vujovic\
\
Identity verification is one of the pillars of digital-oriented businesses. In this post, we’ll show you how to successfully verify your clients’ identity online.
How to choose a tax organizer\
\
July 3, 2024\
- by Sylva Sivz\
\
Discover how tax organizers can streamline the tax preparation process for accountants and individuals and get to know some of the best options on the market.
Estate planning software: 3 tools worth considering\
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July 2, 2024\
- by Drazen Vujovic\
\
Looking for reliable estate planning software? Read this post to see our top recommendations.
The best resources for accountants\
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July 1, 2024\
- by Drazen Vujovic\
\
Would you like to learn more about the accounting industry? Read on to discover some of the best resources for accountants.
Tax preparation tools for accountants to work smarter\
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June 29, 2024\
- by Sylva Sivz\
\
Explore various tax preparation tools you can use to streamline your tax workflow and enhance the customer experience as an accounting professional.
Choosing a mortgage broker CRM\
\
June 28, 2024\
- by Drazen Vujovic\
\
Discover common features of mortgage broker CRM systems and compare 3 market alternatives.
5 ways to improve the client experience\
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June 27, 2024\
- by Drazen Vujovic\
\
Discover why investing in your client experience can bring you a competitive advantage and learn 5 ways you can start improving your client experience right away.
Client collaboration portal: Best options for different use cases\
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June 26, 2024\
- by Drazen Vujovic\
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Looking for a reliable client collaboration portal? In this post, we’ll show you some of the best platforms across different industries and use cases.
Shielding legal assets: A guide to cybersecurity for law firms\
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June 26, 2024\
- by Drazen Vujovic\
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Learn how law firms can fortify their digital perimeters to protect sensitive client information (and their reputation).
How to get real estate clients: 9 tips to seal more deals (with examples)\
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June 25, 2024\
- by Drazen Vujovic\
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Do you feel like you’re not getting enough clients? Here are some of the best lead generation ideas that will help you close more real estate deals.
35 eye-opening real estate agent statistics\
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June 24, 2024\
- by Drazen Vujovic\
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These real estate agent statistics are valuable for realtors looking to stay up to date with the latest market developments.
The best talent sourcing and information websites for recruiters\
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June 23, 2024\
- by Drazen Vujovic\
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If you’re starting out your career as a recruiter or just looking for credible tools and sources of industry news, these websites will help you get it going.
The best productivity apps and tools for lawyers\
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June 22, 2024\
- by Drazen Vujovic\
\
Looking for a way to optimize your workflows as a legal professional or law firm? This post explores several productivity apps and tools that will help you get much more efficient.
Tips and tools to improve your document approval workflow\
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June 21, 2024\
- by Drazen Vujovic\
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Interested in streamlining collaboration and timely approvals within your organization? Read on for the tips and tools to streamline your document approval workflow.
Questions for an FBT questionnaire (free template included)\
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June 20, 2024\
- by Drazen Vujovic\
\
Want to create a fringe benefits tax questionnaire? Check out this post to see what questions to include, or simply use our free FBT questionnaire template.
What is document automation? A comprehensive overview\
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June 19, 2024\
- by Drazen Vujovic\
\
If you’re struggling to manage business information, it might be a good idea to start using a document automation tool. In this post, we’ll show you the ins and outs of this process.
How to create a perfect digital strategy questionnaire (free template included)\
\
June 18, 2024\
- by Drazen Vujovic\
\
Not sure how to compile a solid market research questionnaire? We’ll show you 50+ questions to include in your template.
CRM for law firms: Which one is the best?\
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June 17, 2024\
- by Drazen Vujovic\
\
If your law firm is having a hard time managing client relationships, legal CRM software might be of great help. We’ll show you some of the best options in this field.
The best realtor websites: 7 resources to keep an eye on\
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June 14, 2024\
- by Drazen Vujovic\
\
Looking for high-quality real estate listing resources? Let us show you some of the best realtor websites.
How to build forms in SharePoint step by step\
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June 11, 2024\
- by Drazen Vujovic\
\
SharePoint is a popular collaboration platform with hundreds of functionalities. In this post, we’ll show you how to build forms in SharePoint.
Requirements gathering questionnaire (free template included)\
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June 11, 2024\
- by Drazen Vujovic\
\
Questions to ask in a requirements gathering questionnaire
Best fact find software for financial planning reviewed and ranked\
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June 3, 2024\
- by Drazen Vujovic\
\
A dedicated fact find software helps financial advisers collect accurate data from clients. Read this post to see some of the best tools for gathering financial information.
Why you need a client organizer and which one to choose\
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May 27, 2024\
- by Sylva Sivz\
\
Using a client organizer is a much more efficient way to collect information from clients than email. Discover the benefits and a few client organizer options in this post.
Getting more client-centric with real estate technology\
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May 20, 2024\
- by Sylva Sivz\
\
Discover how modern real estate technology can help you solve common industry communication challenges and improve the client experience.
How to improve your KYC onboarding process\
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May 3, 2024\
- by Drazen Vujovic\
\
Haven’t developed your KYC onboarding process yet? Read on to learn the basics of this concept and how to make it right using some of the best software solutions.
4 key considerations for building a modern accounting tech stack\
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May 1, 2024\
- by Sylva Sivz\
\
Looking to build or refresh your accounting firm’s tech stack? Here are 4 factors to consider before you do.
Questions to ask in an immigration intake form (free template included)\
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April 29, 2024\
- by Drazen Vujovic\
\
An immigration intake form is a critical document for legal counselors and their clients. In this post, we’ll show you 30+ questions to ask in your questionnaire.
How to get bookkeeping clients: the complete guide\
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April 24, 2024\
- by Sylva Sivz\
\
Whether you’re starting a new accounting firm or need ideas for finding more clients, here are a mix of tactics to show you how to get bookkeeping clients.
How to keep track of clients’ information: Top tools and tips\
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April 22, 2024\
- by Drazen Vujovic\
\
Are you struggling with scattered client-related information? In this post, we’ll share some of the best tools and tips on how to improve your information gathering process.
Graphic design process: Tested strategies for preventing delays\
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April 19, 2024\
- by Sylva Sivz\
\
Frustrating delays can take the joy out of the graphic design process. Learn helpful strategies to reduce common bottlenecks so you can do more with your time.
How to create a property management questionnaire (free template included)\
\
April 17, 2024\
- by Drazen Vujovic\
\
A comprehensive property management questionnaire is a simple way to collect information about your clients’ properties. We’ll show you a list of must-ask questions for your intake form.
Practical tips to improve data security in accounting\
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April 15, 2024\
- by Drazen Vujovic\
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Not sure how to safeguard your firm’s sensitive information? Check out this post to learn the ins and outs of data security in accounting.
5 best practices for SaaS user onboarding excellence\
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April 12, 2024\
- by Sylva Sivz\
\
Uncover key strategies and tools for enhancing your SaaS user onboarding experience through every step of the customer journey.
How to build a trademark questionnaire (free template included)\
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April 10, 2024\
- by Drazen Vujovic\
\
Not sure how to build a trademark questionnaire? We got you covered! Get a full list of questions to include in your online form.
How to make an estate planning questionnaire (free template included)\
\
April 8, 2024\
- by Drazen Vujovic\
\
If you’re helping clients manage their assets, it’s best to build a comprehensive estate planning questionnaire. Let us show you how.
Typeform vs Jotform: Which one is better?\
\
April 3, 2024\
- by Drazen Vujovic\
\
Typeform and Jotform are two of the most popular form builders. We discuss their pros and cons and show you the best alternative to both platforms.
Jotform vs Microsoft Forms: Choosing the right form builder\
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April 1, 2024\
- by Drazen Vujovic\
\
Is Jotform better than Microsoft Forms or vice versa? We’ll show you a detailed comparison of these form builders so you can pick the right tool.
Google Forms vs Typeform: Which reigns supreme?\
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March 27, 2024\
- by Drazen Vujovic\
\
People who use online forms probably know about Google Forms and Typeform. In this post, we’ll explain their differences, pros, and cons.
A guide to choosing virtual data room software\
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March 25, 2024\
- by Sylva Sivz\
\
Learn all about virtual data room software and get expert advice on what to consider when purchasing VDR for your business.
Top 5 time-saving tools for real estate agents in 2025 (and beyond)\
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March 22, 2024\
- by Sylva Sivz\
\
Discover 5 of the most popular tools real estate agents can incorporate to save time on weekly administrative tasks.
5 practical mobile apps for real estate agents on the go\
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March 15, 2024\
- by Sylva Sivz\
\
Save time on all the administrative tasks that slow you down during the week with these 5 helpful mobile apps for real estate agents.
Google Forms vs Jotform: Which one to pick?\
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March 8, 2024\
- by Drazen Vujovic\
\
Google Forms and Jotforms are a pair of reputable online form builders. In this post, we’ll explain which one would better suit your personal or business needs.
5 XPM integrations for smarter accounting workflows\
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March 1, 2024\
- by Sylva Sivz\
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Discover 5 must-have XPM integrations every accountant should have for more seamless workflows.
11 HTML facts worth knowing\
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February 16, 2024\
- by Drazen Vujovic\
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HTML is the Internet’s powerhouse. This post will focus on some of the most interesting facts about this markup language
20+ questions to ask in a tax compliance questionnaire (template included)\
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February 2, 2024\
- by Sylva Sivz\
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Get a list of questions to ask clients in a tax compliance questionnaire to help gauge the level of their compliance and whether they’d benefit from more tax support.
20 random WordPress facts worth knowing\
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January 25, 2024\
- by Drazen Vujovic\
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Are you a genuine WordPress enthusiast? If yes, keep reading to learn some interesting facts about WordPress and its development.
Email history in a nutshell\
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January 12, 2024\
- by Drazen Vujovic\
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Interested in the origin of electronic mail? This blog post will guide you through more than 50 years of email history.
Cognito Forms alternative: Top 5 picks tested and reviewed\
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January 4, 2024\
- by Drazen Vujovic\
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Need a better tool to improve your data gathering processes? Read this post to learn about some of the best Cognito Forms alternatives.
25 email facts worth knowing\
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December 28, 2023\
- by Drazen Vujovic\
\
Many people find email to be somewhat annoying, but we actually think it’s cool. Check out these email facts to learn why.
How to choose the right software for coaching\
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December 22, 2023\
- by Sylva Sivz\
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Discover what’s possible when you integrate software for coaching. In this post, we share our advice on choosing the right software for your practice.
20+ questions to ask in a retirement planning questionnaire (free template included)\
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December 15, 2023\
- by Sylva Sivz\
\
Get a list of questions to ask in a retirement planning questionnaire and access a free template to save even more time in the process.
Getting started with AI in accounting\
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December 8, 2023\
- by Sylva Sivz\
\
Discover how your accounting firm can benefit from artificial intelligence tools and how to run a pilot project in this introductory guide to AI in accounting.
How to send documents securely\
\
September 19, 2022\
- by James Rose\
\
Tips for the best alternatives to email for when you need to send documents securely. Don’t risk sensitive information leaking out due to bad processes with Content Snare.
How to streamline your agency client onboarding\
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August 29, 2022\
- by James Rose\
\
Learn how to see your agency’s client onboarding process as an opportunity to impress new clients and a chance to set your projects up for long-term success.
Places to go to get web design inspiration\
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August 25, 2022\
- by James Rose\
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Tips for the best places to go to get web design inspiration, how to approach your hunt for inspiring designs, and some alternative places you can go to get your creative juices flowing.
The best accounting magazines to stay up-to-date\
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January 18, 2022\
- by James Rose\
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This list of accounting magazines will help keep you up-to-date about what's happening in the industry and how you can grow your practice
Everything you need to know about writing effective headlines and subheadlines\
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November 23, 2021\
- by James Rose\
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When people visit your site pages, you have a mere 8 seconds or less to make an impression before they navigate away. That’s why headlines and subheadlines are by far the most important elements of a landing page. These are the two things visitors see first, and will largely determine if they stay on the […]
7 Tips for writing an effective services/products Page\
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November 23, 2021\
- by James Rose\
\
Your services/product page is your biggest opportunity to wow your site visitors with what you have to offer. Create a bland, unimpressive page and you’ll find it difficult to get new customers online. Luckily, marketers have been creating and testing landing pages for years now, and have identified a few key elements that matter no […]
7 Tips for writing an impactful about page\
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November 23, 2021\
- by James Rose\
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Of all the pages on a site, the About Page is often invested in the least. For many it’s an afterthought, just one of those mandatory things. However, for many websites, it is actually the second most visited page, behind the homepage. It is where people go to understand who they are working with before […]
7 Tips for writing an impactful home page\
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November 23, 2021\
- by James Rose\
\
The home page is probably the most important page on your site. It’s a high-traffic platform that serves as the jumping point for users to explore everything else. Effective web design is only the first step to creating a great home page. It’s the content you put on it that really makes or breaks it. […]
How to write effective copy for your website\
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November 23, 2021\
- by James Rose\
\
A stellar design isn’t the only thing your website needs to stand out and engage your audience. It really all boils down to what you put on it. Writing web copy can be a challenge because it’s completely different from any other writing style. But if you follow a few simple rules, you’ll be well […]
Content Snare results survey\
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August 6, 2021\
- by James Rose\
\
When you put a product out into the world, it’s hard to know exactly how effective it is. While we get lots of positive feedback for Content Snare, this doesn’t give us actual numbers to demonstrate how much time it saves companies. To get answers, we asked Content Snare customers about how much time they […]
Why use Content Snare over an alternative?\
\
July 19, 2021\
- by James Rose\
\
Here's why you should use Content Snare over the most common Content Snare alternatives
Create a website design questionnaire (includes template)\
\
January 25, 2021\
- by James Rose\
\
Find a list of questions to ask in a website design questionnaire before getting started on designing your clients' new website
How to request passwords from clients\
\
October 19, 2020\
- by James Rose\
\
Here are some ways you can collect passwords from your clients. Most people default to asking clients to send passwords via email, but this is not a good idea.
'Save and continue' forms suck for your clients. Here's what to use instead\
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September 24, 2020\
- by James Rose\
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Save and continue seems like a great idea, but it sucks for your clients. Here's how you can create a better experience for your clients when collecting lots of info from them
How to send remote rental property self-inspections to your tenants\
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May 13, 2020\
- by James Rose\
\
Here's how to use Content Snare to send remote property self-inspections for rental property tenants
7 ways to automate your workflow with Content Snare and Zapier\
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May 5, 2020\
- by James Rose\
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Ideas for Zapier workflows using Content Snare to automate your content, data and document collection. Save even more time with Content Snare.
Web Application Architecture: Definition, Models, Types, and More\
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April 16, 2020\
- by James Rose\
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Web applications are comprised of several components, all coming together to create a functional, seamless online experience for the user. Today, we cannot afford to create web apps that are inefficient with long loading times. The amount of competition out there leaves little room for error. But what does it take to build web application architecture? How can you ensure that you make the right choices in constructing your web-based application to create the best user experience possible? To answer these questions, it helps to know what web application architecture is so you can make an informed decision about how best to go about your project.
Types of websites: 12 popular types of websites you can create\
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April 13, 2020\
- by James Rose\
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Looking to create a website but feel overwhelmed by the possibilities? The internet is bigger than you can imagine and contains an endless number of websites, all competing for attention. When it comes to planning your own website, it’s important to carefully map out what you’re using it for –What is its purpose? What are you hoping to achieve? – and select the type of website that suits you best. If you’re wondering what we mean by “type of website”, you might be surprised to know that there are a lot of options to choose from. Let’s look at the 12 popular types of websites so you can make an informed decision about what works best for you.
How to make a website outline the right way - website plan in 4 easy steps\
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April 9, 2020\
- by James Rose\
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Looking to create a website for your business or personal use? Excellent idea! In this day in age, every business needs a website. Without one, you’re going to miss out on valuable new clients and sales. We live in the age of technology - if you can’t find what you’re looking for quickly and easily, you move onto something else. So, now that we know owning a website is more important than ever, how do we go about designing it the right way? That’s where a website plan comes in. Before you start creating content, take the time to make sure you outline and plan carefully. To come up with your own website plan, there are four easy steps to follow. Let’s take a look.
How to create a website structure that will enhance SEO\
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April 6, 2020\
- by James Rose\
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Search engine optimization (SEO) is an important and integral part of a website’s marketing strategy. You can put hundreds of dollars and hours of work into the creation of a perfect website but without SEO, the odds that your prospective customers find you are slim to none. We know that keyword research and kick-ass content helps in getting your website recognized by search engines but site structure can further enhance SEO, benefitting your brand and your sales. We’re going to take a look at how to create a website structure to enhance on-page SEO and what changes you should make today.
4 steps to build effective intake forms for your business\
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April 2, 2020\
- by James Rose\
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Having an intake form for your business is of the most important things to have on your website to develop a client base. Obtaining any initial information about potential clients before setting up that first phone call is incredibly useful. You can do crucial research tailored to their needs before you even set up a meeting. When you do have that first meeting, you can present them with information that is likely to catch their attention. After all, getting clients can be a tricky task – there are competitors out there that offer the same or similar services as you so staying one step ahead is key. So, we’re going to take you through four steps to build effective intake forms for your clients so you can stay ahead of the competition.
What is a prospective client intake form and why you should be using one\
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March 30, 2020\
- by James Rose\
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Did you know that having a prospective client fill out an intake form could be the most important and valuable part of your relationship with them? While this may seem far fetched, a well-detailed client intake form is a game-changer in whether or not you move forward with a client. This can all be achieved by crafting a well thought out a prospective client intake form and uploading it to your website. Still don't believe us? Let's look at what a prospective client intake form is and why you should be using one.
Top 5 open-source document management systems\
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March 23, 2020\
- by James Rose\
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Are you looking for a way to streamline your business’s organization methods? Using a document management system (DMS) is a common practice when it comes to keeping your documents organized electronically. A DMS allows you to quickly and effectively organize and manage documentation to ensure that your day runs smoothly but buying and maintaining a DMS can be expensive – enter open-source document management systems. We’re going to go over what open-source DMS is as well as the top five open-source document management systems out there.
Electronic Document Management System: All you need to know\
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March 16, 2020\
- by James Rose\
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Let’s face it, paperwork isn’t fun. Nobody likes having to sort through page after page of paperwork and it can easily get lost. When you’re starting a new business, you have about a million things to do - making sure your paper documents don’t get lost should be the least of your concerns. This is where an electronic document management system comes in to save the day. Ideally, you have started your business using one of these systems but, if you haven’t, converting to this kind of organization is possible. Keep reading for information on how an electronic document management system can help your business.
Content Marketing Services to Increase Traffic - Where to Focus Your Efforts\
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March 9, 2020\
- by James Rose\
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Have you considered hiring a content marketing agency to increase organic traffic to your website? We don’t blame you – content marketing services provide expertise on how to increase quality website traffic and encourage conversions that you simply wouldn’t know how to do on your own. Did you know that there are different kinds of content marketers available? How do you know which are best for your business goals, and more importantly, what are the different kinds? We’re going to take a look at different content marketing services out there to help you increase web traffic so you know where to best focus your efforts
7 clever content marketing examples with amazing results\
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March 5, 2020\
- by James Rose\
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Are you lacking inspiration when it comes to creating new content for your website? Do you feel like you’re just creating the same content over and over? You’re not alone. Zazzle Media has reported that 60% of companies struggle to produce consistent content. Coming up with new and original content regularly can be tough – after all, how many new angles of the same article can you come up with? Well, we’re here to tell you that there is an abundance of ways to create clever marketing content that doesn’t have to feel stale or dull. Creating content isn’t just about writing killer blog posts – it’s also about creating everything from infographics to social media posts to videos and more. Here are seven clever content marketing examples with amazing results that help you come up with some new ideas and get your creative marketing juices flowing.
Top 10 high performing types of content marketing\
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March 2, 2020\
- by James Rose\
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When it comes to getting your website discovered by search engines and being appealing to your audience, there’s no better way to go about it than content marketing. Even the most recognized brands in the world spend more money on content marketing efforts than television commercials. The internet is quickly beating out traditional forms of marketing with well-known and established companies changing to keep up with the times. Creating a content marketing strategy is the way to go but what’s the best way to go about it? Here are the top 10 high-performing types of content marketing for your business.
What is a content creator or influencer, and why do brands search for them?\
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February 27, 2020\
- by James Rose\
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Social media content creators or influencers have become quite a phenomenon in recent years. You cannot browse social media without being bombarded by influencers, many of their posts boasting that “ad” hashtag on Instagram or announcing their sponsorship with a particular brand in a YouTube video. So, why are your favorite companies spending tens of thousands of dollars a year asking social media influencers or content creators to advertise their brand? There’s one simple answer to that: because it works. Let’s look at why brands search for content creators and why it could mean a big profit for them in return.
6 content planning tools to streamline your marketing\
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February 24, 2020\
- by James Rose\
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When it comes down to it, good content ideas are really all you have when creating a website. Content is the heart and soul of any website so you want to make sure that what you’re putting out there for you audience is top-notch. That said, a good amount of research goes into producing quality content so you have to stay organized. If you know the steps that go into planning content, it can seem overwhelming. That’s why there are content marketing tools out there to help organize and streamline your digital marketing. We’re going to take you through six of the best content planning tools available online so you can make your content creation process a little easier and a lot more organized.
20 web content writing tips for beginners and pros\
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February 20, 2020\
- by James Rose\
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Are you a beginner looking for tips creating website content? Or are you a pro hoping to optimize your search engine optimization writing skills? We’re here with some useful web content writing tips to remember when you’re trying to create engaging content, whether you’re a beginner or a pro. After all, if you’re writing content for a website, you want it to have as much of an impact as possible, leaving few corrections for those who have to go in and edit. There is certainly a learning curve to being a content writer, so don’t panic too much – we’re here to give you 20 valuable do's and don’ts for producing quality content.
7-step content development process: step-by-step guide\
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February 13, 2020\
- by James Rose\
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Creating powerful content for a website is all about providing quality information so viewers can make an informed decision and decide for themselves if they want to continue looking at the company’s webpage or if they’re interested in handing over some of their hard-earned money. So, how does one get to this point? How does the company decide which content is created and how the viewer even finds it in the first place? We’re going to take you through the seven-step content development process in a simple guide because, unfortunately, it’s not as simple as pulling an idea out of the air, creating content, and then hoping the right person stumbles across it.
What is a content strategist? The Ultimate Guide\
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February 10, 2020\
- by James Rose\
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Did you know that the demand for content strategists is at an all-time high? We live in an age where the creation of online content is one of the top marketing platforms that a company can invest in which clearly drives the need for a position such as a content strategist. Let’s dive into what this position actually is, what a content strategist can do for you, and how you can become one yourself.
11 best prototyping tools for UI/UX designers — how to choose the right one\
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February 6, 2020\
- by James Rose\
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Creating a prototype is one of the most useful steps you can take when collaborating with a client during the design process of any project. Too much time is wasted in the form of countless emails, phone calls, and meetings so the designer can better understand what the client wants. When your client can see a visual representation of the design you’re creating for them, it allows them to either approve of where you’re going with the project or pinpoint any changes they’d like you to make. It takes away the hassle and the additional step of having to make more changes after the final project is presented. When you start with a prototype, you have a chance to get it right before setting it in stone saving time, money, and frustration in the long run. So, what's the best design tool for UI/UX designers to make this vision a reality? We’re going to give you a quick rundown of the 11 best prototyping tools out there so you can choose the best one for you.
4 different ways to create a website mock up\
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February 3, 2020\
- by James Rose\
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Looking to design a website from scratch but don’t know how you want it to look? Say no more! You can put together a website mockup to create a representation of what your website is going to look like without setting anything in stone - and by “stone”, we mean code. But what exactly is a mockup, you ask? Let’s take a look at what a mockup is and what it isn’t and show you four different ways to create a website mockup yourself.
A guide to prototype design – UX design process\
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January 30, 2020\
- by James Rose\
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When it comes to prototyping – whether it’s creating a simple wireframe without visuals and working links or a fully functional mockup that’s got it all – mastering the skill is extremely valuable to the UX design process. Mastering the skill of prototyping may seem like a waste of time – after all, it’s up to the client to make the final decision – but knowing how to deliver something to the client that requires as little corrections as possible saves valuable time during the final design and the correction process. Think of it as usability testing. To give you a better understanding, here’s our guide to prototype design and what the UX design process should look like.
The 10 best wireframe tools to make website planning simple\
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January 27, 2020\
- by James Rose\
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Here are 10 of the best wireframe tools to help you create wireframes, mockups or protoypes of websites. This is a crucial part of the design process.
How to write a price increase letter to your clients (free template)\
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September 9, 2019\
- by James Rose\
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Writing a price increase letter to your clients can be a daunting task. Here are some proven ways to write that letter, along with some examples and a template.
How to collect website content from clients on time\
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September 24, 2018\
- by James Rose\
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Collecting content from clients is one of the biggest bottlenecks in the web design process. The problem of getting meaningful content on time isn’t just limited to websites, though. Any project that requires significant input from the client is susceptible. Running a digital agency, this can be just about anything. In this post, we’ll talk […]
Podcasts for creative & digital agencies\
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August 20, 2018\
- by James Rose\
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There aren’t many mediums that help you learn and stay on the cutting edge of marketing and design trends while you are doing some other random task. Podcast can take time that is normally “wasted” doing something menial and turn it into learning. My favourite times to listen are while driving, walking the dog, housework […]
A great way to scale your agency - white label SEO\
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July 31, 2018\
- by James Rose\
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Growing your business and adding more revenue often means a whole bunch of extra work for you. But there’s one highly leveraged strategy that I’ve always loved that can add a decent chunk of revenue without killing you. That’s white label SEO. In plain English, that means SEO where another company does the work. As […]
Positioning your web design agency to get more clients\
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May 28, 2018\
- by James Rose\
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Transcript James: Hey, I’m James Rose from Content Snare and you’re about to watch an interview with Troy Dean from WP Elevation. He’s one of the founders there. They have helped thousands, literally, thousands of people land more jobs at high prices in the web design WordPress space. They’re the real deal. I personally know more […]
Content Snare and GDPR\
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May 3, 2018\
- by James Rose\
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As you’d expect, GDPR has been a big part of our internal chats between our team, lawyers and the online community in general. First things first… This is not legal advice. You will almost definitely need to consult a lawyer to determine what you need to do to be GDPR compliant, and to determine if […]
How to write amazing web design and marketing proposals that win bigger clients\
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April 17, 2018\
- by James Rose\
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Writing a great proposal for your web design or marketing clients makes a big difference in winning that work, and being able to charge more. Adam shares a ton of good advice on how you can do that
James Schramko Interview - Work Less, Make More\
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January 31, 2018\
- by James Rose\
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Get James' Book Prefer podcasts? Listen to this interview here instead. Transcript James R: Hey guys, in this interview you are about to watch I'm speaking with James Schramko. If you don't know who he is, he's an Australian marketer who I've been following for, I think it's nearly seven years now, I just […]
Dummy text and image generators for your next mockup or website project\
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December 4, 2017\
- by James Rose\
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There's nothing like threatening to go live with a bunch of Bill Murray pictures on a website to 'encourage' your clients to send you their content faster. So here's a few generators you can use on your mockups and websites. P.S. You'll notice the image generators allow you to embed a URL directly into an […]
How we grew an extremely active Facebook group to over 2600 for our business\
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November 27, 2017\
- by James Rose\
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Content Snare is actually our third software product. It's probably the first time it feels like we actually have a clue about what we're doing on the marketing front. Comparatively, the first venture is embarrassing to even think about how little we knew. It was something like 8 months in development (and completely built) before […]
How and when to say ‘no’ to a potential client\
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November 24, 2017\
- by James Rose\
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Finding freelance work takes a lot of effort — it can make you want to say ‘yes’ to any money-making opportunity that comes along. But it’s important to know how and when to say ‘no’ to a potential client if you want to get paid what you’re worth, scale your business, and consistently deliver quality […]
How to budget like a boss and stress less\
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September 12, 2017\
- by James Rose\
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I swear nearly every time I hear a podcast or read an article aimed at web agencies, the "feast or famine" cycle gets a mention. If you haven't already heard of it, it's the tendency for web agencies to have a ton of work on all at once, right before a slow period where we […]
How Content Snare hit #2 on Product Hunt\
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August 15, 2017\
- by James Rose\
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Content Snare is a tool for gathering content from clients. It's aimed at digital agencies, designers and people that are plagued my clients taking forever to send information. Last Thursday, it went live on Product Hunt (PH). Like every good SaaS boy should, I’d planned the launch (nowhere near as meticulously as some others) in […]
How a giveaway helped double our email list in 2 days\
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June 28, 2017\
- by James Rose\
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It took about 2 hours to set up a simple giveaway that doubled our email list in 2 days. It even went on to nearly double our marketing efforts for the next 3 months. Today’s post is a little different to what we normally write about. Normally we focus on helping you grow your web […]
Get more referrals through relationships\
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June 22, 2017\
- by James Rose\
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By implementing a simple change to my weekly routine, we get a whole lot more referrals. Instead of hours spent at local networking events each week, I spend about an hour of my time every Wednesday morning. This post will show you my exact process and explain why it works. Non-strategic networking is a time […]
How to choose the best project management software for your web design agency\
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May 7, 2017\
- by James Rose\
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If you’re a web designer that’s in the market for project management software, we’ve got you covered. Read on to learn what to look for in a project management system and some of the best tools available.
This productivity hack gets more done and grows your business\
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April 24, 2017\
- by James Rose\
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Back at Tropical Think Tank in the Philippines, I met the all-round good bloke and productivity-meister Mike Vardy. During some pool masterminds (over many-a-cocktail) and his time on stage, Mike dropped loads of productivity bombs. These have been the catalyst for some massive shifts in my business. One of those was daily theming. I can […]
How looking for "free" or "cheap" is poisoning your business\
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April 19, 2017\
- by James Rose\
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"I'm looking for some free software to manage all my projects" "Does anyone know a free alternative to XYZ?" "I really like tool XYZ, but it's too expensive" These are questions you see over and over in different business groups - people looking for free or cheap stuff. Sometimes it's software and sometimes it's freelance […]
Game changing way to build websites for clients\
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February 28, 2017\
- by James Rose\
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This post dives into an exciting new tool from the guys over at Beaver Builder. It's no secret that I freakin' love Beaver Builder. It's completely changed the way (and speed with which) we build websites. If you don't already know, Beaver Builder is a page builder for WordPress. It stands out from other builders […]
How to differentiate yourself in a world full of web designers\
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February 27, 2017\
- by James Rose\
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You’ve probably already noticed…. there are SO many web designers on this planet. It’s crazy. It seems like every man and their dog offer web design as at least part of their business. Everyone seems to know a “web designer”. There are things we can blame for this (like the low barrier to entry) but that’s not […]
8 reasons we almost never use ThemeForest Themes\
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February 21, 2017\
- by James Rose\
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Do you use ThemeForest themes for your clients? If so, you might find this post contentious, or at least interesting. Over the years of building websites for clients, I was asked about a lot of different TF themes. I of course told them what I thought. The response is usually “What’s wrong with ThemeForest?” This post aims to […]
Why you shouldn't be a 'kitchen sink' agency\
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February 13, 2017\
- by James Rose\
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One Saturday afternoon, Brian sat at his computer. His most important client had a Monday deadline for a design revision, and he hadn’t even started yet. The day before, he’d had to decline his friends invitation to go camping. That whole week he’d been insanely busy. Brian had sorted hundreds of emails, managed social media […]
Facebook groups for web designers\
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January 19, 2017\
- by James Rose\
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Over the last few months, I’ve been checking out lots of different communities that web designers can go to for advice. I’m not talking about design inspiration or purely technical advice, instead advice for running a great business. There are loads of different communities all over the web including LinkedIn, Facebook and the good old […]
Must-have blog plugins for more engagement, traffic and leads\
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January 13, 2017\
- by James Rose\
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So you are serious about content marketing. You are pushing out a quality blog post at least once a month (I hope more) and sharing it out to all your social media profiles. Maybe you are getting a few likes on those posts. But the real question is… are you getting new business from all […]
How to get web design clients\
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January 11, 2017\
- by James Rose\
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How to get web design clients - Without knocking on doors or cold calling When people first signed up for Content Snare, they are asked one simple question: What is the single biggest challenge you face in your web design business? The most common response is getting content out of clients. Given they had just […]
7 business tools and hacks to improve productivity\
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December 8, 2016\
- by James Rose\
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Do you know that feeling when you find some web app or tool that you just know is going to make your life that much easier? Sometimes I’ll get so freaking excited that I’ll do a little dance around the office. This has happened a few times over the years. From the big stuff that helps you […]
How we preview websites to clients (with development web hosting)\
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November 17, 2016\
- by James Rose\
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When it comes time to show your clients what their website looks like before going live, it can cause a lot of extra work. The best way we’ve found is to upload the website to a development server. Here the client can see exactly what the website will look like. It seems this is a much […]
Client website content checklist (with a template)\
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November 15, 2016\
- by James Rose\
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Digital agencies know how hard it is to collect information from clients. If you’re struggling with this, read on to see the ultimate client website content checklist.
Getting content from your clients (and putting it in your contract)\
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November 1, 2016\
- by James Rose\
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Almost every website job that gets delayed is because of content. It is a big decision for a client to commit to paying you to build them a website. For them, it can feel like they’ve already done a lot of hard work just to get to that point. They often forget that this is […]
4 ways to deal with clients taking weeks to give you content\
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October 24, 2016\
- by James Rose\
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Even before building Content Snare, I'd spoken with hundreds of different web design and development businesses about the favourite parts of their business through to the biggest challenges. Then as we went on to start building Content Snare, I interviewed around 20 businesses to really deep dive into the biggest issues they faced in their […]
How we hired an amazing web design project manager & virtual assistant\
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October 15, 2016\
- by James Rose\
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I was chatting with a potential new client about coming on board with our On Demand Web Guy service. They were totally sold on the concept but there was one obstacle. The boss had told my contact to outsource. “Try Upwork” was the advice... Possibly the worst outsourcing advice ever. But this is so common. […]
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