I was impressed by the cloud-based collection of data on my recent dentist appointment.
For some time, I have been meaning to set a system in place for a cloud-based collection of data on client onboarding. This includes:
1) Engagement letter signing - Automated reminders to sign after x days.
2) Sign up for Go Cardless Direct Debit
3) The usual client set up data example:
- Company Number
- etc etc
1) If you use cloud-based collection of data, which service do you use?
2) Do you have a recommendation for a system that would meet the above needs?
3) If you use Accountancy Manager - would it meet the above needs?