Blog
Best client onboarding software: 5 tools worth testing
Read our article about the best client onboarding software solutions and choose a platform that will help you impress new clients from day one.
Best document collection software: 5 tools ranked and reviewed
Check out our comparison of the best document collection software solutions that will help you gather files efficiently and without the back-and-forth.
Best client portals: 5 tools to improve your processes
Check out this article to learn about the best client portals for simplifying onboarding, communication, and document collection.
10 useful AI examples and ideas for accountants
One of the most common questions I get when it comes to AI in accounting is “where do I even start?” Given the near-endless possibilities, it’s no wonder that it’s overwhelming. Whether you’re just starting out, or if you want to expand your firm’s existing capability, here are a bunch of real use cases for
How to create a daily summary email for almost anything with Digest by Zapier
Learn how to create a daily summary or daily update email for almost anything, using Digest by Zapier
How to use document collection software to request client documents
If you’ve ever had to request client documents, you’ll know how painful it can be – they’ll send the wrong stuff, send 15 emails with 1 document each, or never get back to you at all. Using dedicated document collection software will save you a TON of time and frustration in the process of requesting
15 ways you can automate your client onboarding
Learn how to automate your client onboarding in your agency or service business.
How to integrate Zapier with Slack + automation ideas
If you’re using Slack with Zapier, here are a bunch of cool automations you can create to turn Slack into a hub for your whole business
21 TextExpander examples and ideas for your snippets
These TextExpander examples and ideas for snippets will help you save a ton of time with text expansion
18 Zapier examples and ideas for cool workflows
18 cool Zapier examples for your automation inspiration. These are some of my best Zapier workflows, and I hope they give you some ideas for what you can do with Zapier.