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How does BizFile work?

15/10/2024 4:11:45 PM

What's the Big Deal?

Has your business ever struggled with collecting all the necessary information for a client project? Can't finish on-boarding your new clients because you are missing important documents? Do you find yourself constantly chasing clients with follow up phone calls and emails? To put it simply, BizFile can help by managing and simplifying this information exchange with your clients...

How it Works

  1. Create your data collection forms (or use our standard forms to get started)
  2. Create a new client (or use an existing one)
  3. Pre-fill forms as needed and email the link to your client
  4. Use BizFile to track data collection
  5. When all your information has come in, simply download forms and attachments all in one go!