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    How to Store and Organize Client Information in 2024
    With increasing data for businesses to collect and process, knowing how to store client information and finding stored data quickly are crucial to business...

    Recent Articles

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    9 Key Customer Communication Tools for Businesses in 2024
    A client communication tool is a key component of any business strategy, whether for sales, marketing, or customer support. Depending on the...
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    15+ Key Business Documents Every Workplace Needs
    The workplace of today has never been busier, and the deciding factor in whether a business is successful or not depends on the ability to make...
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    8 Top Customer Self-Service Portals For 2024
    Have you been getting too many direct customer support requests lately and wished you could keep the volume to the bare minimum? Welcome to the...
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    Protecting Your Customer Data in the Age of AI
    We have all heard of AI. There is a lot of talk about how it is revolutionizing the business landscape, improving productivity, and...
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    10 Best Client Management Software in 2024
    Managing client relationships is the backbone of every successful business. Businesses that prioritize building solid relationships with clients...
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    8 Best Accounting Practice Management Software in 2024
    Today, amidst one of the fastest business environments, accounting firms are under pressure to keep up with the demands of improving efficiency and...
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    How to Create an Effective Business Plan for an Accounting Firm
    Thinking of starting your own accounting firm? That's great! Getting success in the high-demand finance industry needs persistence, hard work, and...
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    How to Streamline Client Onboarding Process Effectively
    Did you know that the journey of long-term client loyalty starts from the moment a contract is signed? It's true! The first few interactions set the...
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    How to Safely Send Sensitive Data via Email?
    One easy way for businesses to talk to both internal and external partners is through email. Because of this and the fact that it's famous all over...
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    8 Best Project Management Software for Accounting Firms
    Imagine a bustling accounting firm during the peak of tax season: papers scattered, frantic calls, and looming deadlines. Amidst this chaos, the...
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    Ready to Master Client Management? Here's How!
    Imagine you're planning a large dinner party, with guests from various parts of your life: work colleagues, childhood friends, and family. Each guest...
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    How to Create a Patient Portal for Healthcare Providers
    The digital transformation within the healthcare sector is undeniable. At the forefront of this revolution is the patient portal, a digital gateway...
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    8 Best Patient Portal Software for Healthcare Professionals
    Recent trends in healthcare management show a significant shift towards digital solutions, aiming to improve patient engagement, streamline...
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    Top 7 Customer Feedback Channels in 2024
    Customer feedback is the linchpin that holds the door open to insightful, actionable business strategies. However, collecting this gold mine of data...
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    9 Key Tips for Effective Client Communication
    Effective client communication is a foundation of business success, a truth underscored by the challenges and expectations businesses face today. A...
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    9 Best Project Management Software With Client Portals
    Whether you are a solopreneur running a creative business or a company with thousands of employees riding the rollercoaster of finance, one thing is...
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    8 Best Moxo Alternatives & Competitors
    In today's fast-paced business environment, finding the right collaboration and client management tool is crucial for success. While Moxo has been a...
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    6 Situations in Which It’s Best to Cut Ties With a Client
    Finding clients can be challenging—especially if you're just starting out—so why would you want to let them go? Well, there are a couple of reasons,...
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    How to Bill a Client for the First Time: 6 Actionable Tips
    How to bill a client for the first time? That’s a natural -and quite possibly nervous- question for a lot of entrepreneurs and new business owners...
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    How to Create a Customer Portal In 5 Easy Steps
    In today’s digital world, seamless communication and efficient management of client relationships are more than just a convenience—they're a...
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    Web Portals: A Comprehensive Guide
    In today's digital age, information is at our fingertips, but the challenge often lies in organizing and accessing it efficiently. This is where web...
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    The Ultimate Guide to Paperless Invoice Processing
    Forget buzzwords. In the cut-throat world of business, efficiency is your lifeline. Enter paperless invoice processing. It's not just about ditching...
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    12 Best Paperless Office Software Tools: Streamline Your Workflow
    Let's face it: the traditional office is outdated. Piles of paper? Inefficient and environmentally unfriendly. It's 2024, and it's high time we...
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    12 Tips for Going Paperless At Home
    Embracing a paperless home is not just an eco-conscious decision; it's a game-changer for your personal efficiency and space management. If you're...
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    How to Implement a Paperless Onboarding System
    Remember the days of onboarding new clients and employees, synonymous with endless paperwork, mailing, scanning, and filing? Those days are now...
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    12 Ways to Save and Reduce Paper Waste in Workplace
    This definitive guide offers cutting-edge strategies to dramatically save and reduce paper waste in the workplace. Discover how embracing digital...
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    How to Go Paperless: A Step-by-Step Guide
    Welcome to the digital revolution! In this exclusive guide, we'll dive deep into the art of going paperless, a move that's not just an eco-friendly...
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    How We Improved Your Portal in 2023: Top 10 New Features
    As 2023 draws to a close, we reflect on a year marked by both challenges and triumphs in the global economy and political landscape. Amidst these...
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    iCloud vs. Google Drive vs. OneDrive
    Comparing iCloud vs Google drive vs OneDrive is not an easy task. In this article we compare these 3 could storage providers side by side. Having a...
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    How to Make The Most of Cloud Computing With Cloud Security Management
    Cloud computing has become a staple in modern business due to its many benefits. Services are more flexible as you can access them when you want and...
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    iCloud Vs. Google Drive: Privacy, Ease of Use and How to Switch
    iCloud vs. Google Drive introduces a compelling dichotomy in the world of cloud storage, each platform presenting its unique features and strengths,...
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    OneDrive Vs. Google Drive: The Battle of Cloud Storage Titans
    OneDrive vs. Google Drive, a face-off in the cloud storage universe, sees these two digital giants grappling with unique features, capabilities, and...
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    Namecheap Vs. GoDaddy: The Ultimate Comparison
    Namecheap vs GoDaddy: when considering these two domain registration and web hosting services for domain purchase or buying a domain name, it's...
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    Customer Engagement Strategy: The Ultimate Guide
    “Customer engagement strategy" is a phrase that probably resonates with you as you've been building your business. It's a concept that is extensively...
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    Box vs. Dropbox
    Box vs. Dropbox: Choosing the right cloud storage platform depends on your specific needs, as each offers unique features and advantages tailored...
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    What is a Customer Portal?
    Customer portal has transcended from being just a convenient tool to an essential element in today's technologically advanced world. As technology...
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    Best Small Business Accounting Software UK
    The best small business accounting software for UK businesses should offer a range of features such as basic bookkeeping, invoicing, payroll...
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    QuickBooks Scams: Easily Identify Phishing and Fraudulent Activity
    QuickBooks scams are increasingly common due to the popularity of this software. In fact, Intuit email scams can be very difficult to distinguish...
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    Top Managed Cloud Service Providers in 2023
    Managed cloud service providers ensure that all of their client’s cloud-based systems are installed correctly, monitored, maintained, and updated...
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    Managed Cloud Services: What’s New for 2023
    Managed cloud services involve the creation and management of a client's cloud platform or system.This management service completes the migration,...
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    ESG Accounting: ESG Reporting Standards, Benefits and Challenges
    Environmental, social, and governance (ESG) accounting is a form of accounting that deals with how companies are approaching environmental...
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    Artificial Intelligence (AI) in Accounting
    Artificial intelligence (AI) in accounting is revolutionizing the way businesses process financial data and make informed decisions. Specifically, AI...
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    The Future of Accounting: Adapting for Tomorrow
    The future of accounting will require accountants to adapt to the rapidly evolving technological landscape and embrace new skills and knowledge to...
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    Free QuickBooks Alternatives For Small Businesses
    QuickBooks is an accounting software package that can be a very useful tool for small businesses to organize their finances. It allows users to keep...
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    Miconex: Revolutionary Fintech Supporting Local Businesses Near You
    About Miconex Miconex is a unique business that collaborates with local businesses to understand and explore different avenues that would boost...
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    The Benefits of a VDR for the Aviation Industry
    Over the last number of years increasingly more information is being shared over the internet. While this may save companies time and resources, it...
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    Most important recent developments in the accounting industry
    Over the last year, accounting businesses worldwide saw a continued shift towards digitalization and automation, as companies adapted to remote work...
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    Portal Companies: Top 10
    Portal companies design, build and often host business portals. A portal is a complex network of specialized information designed specifically for...
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    Productized Services: Benefits for Agencies and Consultants
    What are productized services? Productized services allow companies to offer existing services but in standardized packages. By compiling your...
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    Best Marketing Agency Management Software In 2023
    Marketing agency management software helps organize and streamline processes and teams to give clients the best service possible. Marketing is the...
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    How to work collaboratively
    Effective collaboration can position your business for success. It enables workers to feel more valued within a team, leading to increased...
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    10 Predictions For The Future of Legal Compliance
    Pretty much every part of our day-to-day lives has now been enhanced by technology. Over the last number of years, there has been a rise in digital...
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    Agency Client Management Software Review 2023
    Agency client management software is a piece of technology used by businesses to organize and streamline their operations. Most ACMS programs can be...
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    3 Ways to Modernize Data Protection, Governance, and Compliance
    The post-COVID-19 pandemic has changed the way a lot of companies now work. Employees have a more flexible schedule as companies now realize people...
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    Cryptocurrency Security and Legal Risks
    Cryptocurrency security is essential to protect your assets against malicious activity. Your private key can be vulnerable to hacking. Clinked can...
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    Cloud for Enterprise
    Enterprise cloud adoption is growing at a rapid pace. To keep up with the competition, enterprises must evaluate and implement cloud technologies....
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    Ways to Maximise Efficiency in Your Clinked  Portal
    There are so many different functionalities available to use your Clinked portal, both for the set up and ongoing usage. It can be difficult to know...
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    Private Cloud vs On-Premise
    Private cloud vs. on premise difference: Private clouds require a higher level of customization and control during setup, while on-premises setups...
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    Do AI-Influenced Cyber-Attacks Pose a Big Problem for Law Firms?
    As AI technology advances, some experts are warning that it could be used by cyber attackers to launch more sophisticated and difficult-to-detect...
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    Cloud Accounting Benefits
    Cloud accounting benefits include an easy and secure way of managing your finances online, and being able to access your accounting data from any...
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    Drawbacks Of Cloud Computing
    The main drawbacks of cloud computing are: downtime, security and privacy concerns, the fact that you have to give up control and flexibility, and...
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    The Rollout of Clinked Version 2 is Underway
    Version 2 brings tailored customer experience to a new level, and gives businesses even more tools to brand the platform as their own," says Tayfun...
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    How To Start An Accounting Firm: 8 Steps Towards Success
    Are you an accountant who is looking to start your own accounting firm? If so, you are in luck. Starting an accounting firm is a great way to use...
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    How To Prevent Identity Theft: 10 Ways to Protect Your Data
    Despite the best efforts of companies and individuals to protect their data, identity theft is still a major problem. According to GlobeNewswire, in...
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    5 Benefits of a Virtual Data Room for Startups
    The freedom of being your own boss, coupled with the increasingly affordable technology and SaaS platforms that enable you to go it on your own, have...
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    Real Estate Portal: Delight Your Clients
    As a real estate agent, you know that providing great customer service is key to your success. And one of the best ways to delight your clients is by...
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    How Online Document Management Can Help Increase Your Profitability
    If you're currently exploring strategies to grow your business and have exhausted the tried and tested route of pushing for increased sales, greater...
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    How Should You Respond To The Theft Of Your Identity
    When your identity is stolen, you may feel like you are in a nightmare. The thief has complete control over your personal information and may use it...
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    Virtual Accounting Firm: How To Make It A Success
    Are you considering starting a virtual accounting firm? If so, there are a few things you need to know in order to make it a success. In this blog...
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    Examples Of Identity Theft: The Ultimate 20
    As technology evolves, so does the way criminals commit crimes. One of the most popular crimes in today's society is identity theft. This crime has...
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    Introducing a Virtual Data Room to Your M&A Firm
    The virtual data room has become synonymous with professional M&A firms globally. As VDRs have proliferated the professional services market, the...
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    What Is A Virtual Data Room?
    What is a Virtual Data Room A Virtual Data Room is a secure online repository used for the secure storing and sharing of information. Typically a...
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    What Is Identity Theft?
    What is identity theft? Identity theft is a serious crime that can have a lasting impact on your life. It happens when someone gets your personal...
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    The Growing Need for API Connections
    The demand for saas companies to offer an open API for third parties is increasing, with businesses needing to improve existing products and...
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    Could AI replace accountancy professionals?
    With the seemingly constant development and implementation of technology in the workplace, it is a valid concern for many in accountancy, that...
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    Top 13 Small Business Tools for Hyper Growth
    Are you looking to take your small business to the next level? If so, you'll need the right tools. Here are thirteen of the best small business tools...
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    Four Ways to Increase Efficiency in Your Engineering Business
    If you're an engineer, then you know that efficiency is key to success. Not only do you need to be efficient in your own work, but you also need to...
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    How to successfully implement new software into your business.
    Implementing new software into your business is often perceived to be a risky proposition. Whether your concerns are around the credibility of the...
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    How Accountants Can Support Businesses Growth
    With over 170,000 accountancy members, CPA Australia knows a thing or two about the industry. A recent study by the global membership organisation...
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    M&A Data Room: Everything You Need To Know
    M&A (mergers and acquisitions) is a term often thrown around in the business world, but what does it actually mean? In short, M&A is the process of...
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    Client portals for financial advisors: from security to efficiency and beyond.
    Fact finds and the collection and sharing of highly personal information are par for the course for financial advisors of every kind worldwide....
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    Are You a Supplier? Get Organized with a Client Portal
    If you're a supplier, it's important to get organized with a client portal. This will help you manage your clients and their orders more effectively....
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    Clinked for Accountancy Professionals
    For accountants looking to increase efficiency and provide a superior client service, a client portal can prove to be a labour-saving and highly...
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    Using A Client Portal for Managing a Design Engineering Business
    Are you a design engineer with your own business? If so, you know that managing the day-to-day operations can be a lot of work. One great way to make...
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    Why more accountancy firms are choosing Clinked as their client portal
    More and more professional accountancy businesses are adopting client portals as a complimentary platform to their existing accounting platforms to...
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    Data Storage Companies: The Best Of 2022
    This article will compare six of the top data storage companies. We will also provide an overview of each company’s services so that you can decide...
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    Manufacturing Business: How A Client Portal Can Help
    A manufacturing business can be a complex web of production, shipping, and accounting. Having a client portal can help your clients stay up-to-date...
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    Reducing churn by providing exceptional client service: A guide for accountancy firms
    Accountancy and financial services firms that hope to thrive, must strive to attain maximum productivity in all areas of their activities. Acquiring...
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    Most secure cloud storage for private and confidential documents
    Looking for the most secure cloud storage? In this blog post, we will discuss the most secure cloud storage services for your most private and...
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    Clinked Zapier Workflows
    If you’re a client of ours, you’ll probably know about our integration with Zapier by now. The life saving tool that opens up a wide variety of...
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    What Is a Client?
    When most people think of the word "client," they probably think of a person who employs a lawyer, doctor, or other professional. While this is true,...
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    How To Collect Money from Clients Who Won't Pay
    "How to collect money from clients who won't pay" is a question every business owner has asked themselves at least once. You've provided a service or...
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    Security and compliance for legal firms - why it matters and how it's achieved.
    In the increasingly digital world we live in, and with more 'traditional' law firms adopting cloud-based digital platforms, legal businesses, more...
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    Internal vs External Teams in Clinked
    There is a large variety of ways that our clients use Clinked, but whatever the use case it will always involve either working with internal team...
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    Managing Private Equity Deals With Efficiency - How A Client Portal Makes It Possible
    With a total of over 8,000 deals worth a combined US$2.1 trillion, global private equity activity in 2021 more than doubled the previous year's US$1...
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    What’s the difference between intranets and extranets?
    Intranets and extranets are two types of digital software can often cause confusion, with people often misunderstood about the purposes of each....
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    Best Data Room Providers 2023
    Why Use A Virtual Data Room? VDRs play a major role in making sure that Mergers and Acquisitions (M&As) are processed safely and the due...
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    Client portals for M&A firms - increasing the chances of deal success.
    Globally, over 62,000 M&A deals totalling over US$1.5tn were announced in 2021. A huge increase on 2020 and a figure that was fuelled by intense...
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    VDR Meaning and Examples
    What is a VDR? A VDR (Virtual Data Room) is an online, secure repository for documents and data pertaining to legal transactions or proceedings,...

    Featured articles

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    Four Ways to Increase Efficiency in Your Engineering Business
    If you're an engineer, then you know that efficiency is key to success. Not only do you need to be efficient in your own work, but you also need to...
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    Client portals for M&A firms - increasing the chances of deal success.
    Globally, over 62,000 M&A deals totalling over US$1.5tn were announced in 2021. A huge increase on 2020 and a figure that was fuelled by intense...
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    How a client portal can help your marketing agency thrive
    Collaboration is at the heart of what makes a great marketing agency, well… great. The coming together of ideas, concepts and experiences enable...
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    Standalone vs. Cloud Software For Accountants
    Stand alone accounting software has historically given accounting professionals a simple way to manage invoices and payroll locally on the office...
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    8 Questions To Ask Before Purchasing Customer Portal Software
    Purchasing customer portal software and implementing it into your company is a big decision. With dozens of software vendors available, it can be...
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    Why A Client Portal Is Ideal For Law Firms
    With the demands of working in legal services comes the need to manage your clients and files securely and also keep your teams' communication...
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