Data collection

Connect the puzzle pieces

Missed Opportunities in Onboarding? Here’s How Fetch Forms Fill the Gap!

by Clayton Wood
November 1, 2023November 1, 2023

TL;DR: Client onboarding is a critical touch point in the client-firm relationship. Many firms struggle with outdated or disjointed tools, leading to inefficiencies and missed… Read More »Missed Opportunities in Onboarding? Here’s How Fetch Forms Fill the Gap!

Seamlss Fetch

Unveiling Seamlss Fetch: Your Essential Tool for Efficient EOFY Data Collection

by Clayton Wood
June 13, 2023June 13, 2023

As we approach the end of the financial year (EOFY) and the start of the 2023 tax season, accounting and bookkeeping firms are gearing up… Read More »Unveiling Seamlss Fetch: Your Essential Tool for Efficient EOFY Data Collection