Client onboarding automation: 10 tools compared
Most of client onboarding can run on its own once the right tools are joined up. These 10 cover proposal to kickoff, and we checked what connects to what.
Software
Client intake software for professional services: 9 tools compared
A form builder is fine for a five-minute enquiry. Longer intake that asks for documents needs clients to save, come back and fix what’s wrong, so we compared 9 tools on exactly that.
Secure client portal software: 10 options compared
A padlock icon on a login page tells you almost nothing. We checked 10 client portals against seven questions a regulated firm should ask before clients upload anything sensitive.
Client portal software for accountants in Australia, the UK and the US
Australian, UK and US accounting firms run different software under different rules, so each country gets its own shortlist of client portals, with Content Snare first in all three.