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Plain answers on document collection, client onboarding, e-signatures, client portals, security and firm operations.
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How to get clients to send readable documents instead of blurry phone photos
Clients send blurry phone photos because nobody said what a usable file is. How to get clients to send readable documents, and catch the bad ones on day one.
Consulting client onboarding checklist: what to collect before kickoff
A consulting client onboarding checklist names every agreement, answer, file, and access a new engagement needs before kickoff, and tracks each per client.
Tax document checklist for clients: what to ask for and how to track it
A tax document checklist for clients names every form a return needs, one copy per client, with each item tracked from requested to usable.
Tax engagement letter e-signature: how to get letters signed before work starts
A tax engagement letter e-signature workflow sends every letter in one batch, tracks who has signed, and chases the rest before any return is opened.
Document collection
Getting complete, readable documents from clients without chasing.
Client onboarding
Intake, first requests and the paperwork that starts an engagement.
Consulting client onboarding checklist: what to collect before kickoff
A consulting client onboarding checklist names every agreement, answer, file, and access a new engagement needs before kickoff, and tracks each per client.
Tax document checklist for clients: what to ask for and how to track it
A tax document checklist for clients names every form a return needs, one copy per client, with each item tracked from requested to usable.
E-signatures
Getting agreements signed, what is binding, and what the audit trail proves.
Client portals
How clients sign in, upload and see their status in a secure portal.
Security and compliance
Keeping client documents safe, and what a firm may and may not claim.
Firm operations
Workflows, reminders, deadlines and the hours firms lose to follow-up.