lots of specific recommendations for small to midsized firms.
by penny breslin
it’s not just the numbers
obtaining the source documents is the most difficult aspect of being a virtual back office support (bos). waiting for documents is the death knell for this type of work.
more: workflow tools can deepen client relationships | the best tech for your team and clients | marketing? know your goals first | eight things to stop doing now | you don’t have to do everything | why ai is not the enemy
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luckily, technology has provided tools to take away this pain.
here are just five of the tools we use currently to collect information from our clients: