Forms

Still sending your clients PDFs to sign? There’s a better way.

Getting a functional virtual office up and running takes some time and you might be tempted to take shortcuts such as sending PDFs of your web forms...

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20 Tips

20 Quick Time-Saving Tips For Your Private Practice

Feel like you're drowning in paperwork, emails, and forms? 😬 

Download 20 quick tips to help you spend less time on admin and more time helping your clients!

Bonus: We'll send you our time-saving crash course to save 5 hours/week from admin with tips, templates, a checklist, a discount, & more.

Security still matters during a pandemic

HIPAA requirements may have been relaxed during the pandemic, but that doesn’t mean you should stop caring about security. With so many clients going...

What you need to know about spoofing

Email spoofing is the act of impersonating a person or institution through their email and is an increasing problem for anyone who uses email to...