Security
Why Email Is the Wrong Way to Collect Client Information and Documents
Email became the default way professional services businesses collect client information for one reason: it was already …
Blog Category
Client Intake
All Client Intake posts
Financial Services
Why loan application documents come back incomplete
There is a version of the document problem that has nothing to do with speed. The client responds quickly. They are hel…
Document Collection
Why clients stall on document requests
Every practice has the same theory about why clients are slow to send documents. They are busy, they are disorganised, t…
Document Collection
The Best Client Portal for Accounting Firms
If a regulator asked your firm today to produce a clear, timestamped record of every client identity document collected …