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Compliance, security and process, written for Australian professional services businesses.
This post covers what the Tranche 2 AML/CTF reforms mean in practical terms for lawyers, accountants, conveyancers and real estate agents, and specifically what they require of your client intake process. We cover: What Tranche 2 is an…
Natalie Drazil | NJD Bookkeeping & Advisory > 1.5 hrs saved per week on client follow-ups > 2 hrs saved …
Every accounting firm reaches the same point eventually. EOFY arrives, the volume of client document requests spikes, an…
If you've been researching document collection software, you've probably come across both Gatheroo and FileInvite. On t…
For most Australian professional services businesses, document collection is the most under-engineered process in the pr…
Email became the default way professional services businesses collect client information for one reason: it was already …
Most professional services businesses believe their client data is secure. They have strong passwords, managed IT, and s…
Kylie was an ambitious bookkeeper, passionate about growing her practice into a thriving enterprise. She envisioned serv…
Security Risks in Document Collection Every time Anne hit "send" on an email to a client, she felt a twinge of worry. …
Jane's Challenge: Wasted Time on Document Collection For bookkeepers like Jane, automated document collection offers a …
We’re always looking for ways to make life easier for businesses when it comes to managing client documents and inform…
What is valuable, we all have it, but you can't buy it? TIME! Time is one of the most valuable resources for bookkee…
Gatheroo and Contact Forms - What's the Difference? Collecting information from clients, can be tricky and time-consumi…
