Tools and software

How to use document collection software to request client documents

Paper-cut illustration of a clipboard holding one blank sheet

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…

Automation

Automating WordPress with Zapier

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Learn how to integrate Zapier with WordPress in this post and video. You’ll get some WordPress automation ideas and learn about an awesome plugin.