Save time with a smarter way to collect documents and information
Stop chasing clients and get back to business.
Free yourself from manual follow-ups, endless email exchanges and fragmented systems. IndyForms makes it easy to get complete and timely information from your clients in one place – with automatic reminders that do the chasing for you.
Your Workflow Now:
As a business owner of a small accountancy firm, are you:
- Constantly chasing clients for the information and documents you need?
- Storing, managing and searching for information across multiple, fragmented systems?
- Concerned about your business’s representation during client interactions?
- Hearing from staff that they’re overwhelmed by administrative tasks and unable to focus on core accounting work?
- Struggling to manage your workload and complete projects on time?
- Facing cash flow challenges due to delays in client document submission and approvals?
It’s time to work smarter with simplified document collection
With a solution like IndyForms, collecting client documents and information is made easy. Automatic reminders handle follow-ups for you, ensuring your clients receive timely, consistent, and professional communication from your business.
All of your collected data is securely stored in the central IndyForms platform, which integrates smoothly with the tools you’ve already invested in. It works with your current workflows, rather than forcing you to adopt and learn a new one.
Your Workflow With IndyForms:
What This Means for You:
More time
To focus on delivering value to your clients or on business development.
Less stress
Knowing that communication with clients is consistent, personalised, and professional.
A happier, more engaged workforce
As employees concentrate on the work they enjoy rather than on chasing clients.
Satisfied clients
Who are more likely to provide referrals.
Growth without growing pains
As more clients mean more opportunities for your firm to thrive, not more administrative headaches.
Improved cash flow
With quicker timeframes from request to approval and sign-off.
Increased profitability
As streamlined processes reduce administrative costs and enhance efficiency.
Smoother workflows
Where tasks stay on track and deadlines are met with ease.
It’s time to focus on what you want to!
Whether it’s growing your business or taking more time out – IndyForms gives you valuable time back to focus on what you actually want to do.
- Not chasing clients for documents and signatures.
- Not worrying about how you’re going to spread your workload across the year.
- Not stressing about how your business is interacting with your clients.
Powerful features at your fingertips
Simple form builder
Create powerful digital forms fast using industry-specific templates, AI prompts or an intuitive drag-and-drop builder.
Interactive design
Embed videos and images into forms to drive engagement, improve submission rates and streamline processes like onboarding and training.
Action items
Turn form submissions into actionable tasks with assignable action items, keeping workflows organised, efficient, and trackable from start to finish.
Version control
Forms and documents are securely stored in one centralised online location with real-time updates and audit trails for consistency and accountability.
E-Signatures
Collect electronic signatures for consent, contracts and more on any device with automations that take care of the follow-ups for you.
Payments
Customise payment fields and securely collect payments in any currency directly on forms.
AI & automation
Our AI-powered designer turns conversation into comprehensive forms, while workflow automations cut down on time-consuming admin tasks.
Conditional logic
Deliver a better experience for users by adapting forms to their responses, ensuring simple, speedy, and accurate submissions.
Multi-organisation dashboard
Get a clear overview of due and overdue items across multiple organisational views and stay on top of your obligations with ease.
IndyForms helps me move away from inefficient systems and allows me to be more productive. My clients are happier, and my business is growing—all without the hassle. If you’re like me and ready to leave the document chase behind, IndyForms is the solution you’ve been looking for.”
Get started with a Discovery Call today
If you’re ready to do more in less time and scale your business like you’ve always wanted, let’s have a chat!
Book a 30-minute Discovery Call today.