Learn how accounting professionals use BotDoc to impress clients and partners by making convenience and security equal and gain back hours of time.
“Our client’s top response is ‘Wow, that was really easy.’ I think that’s a pretty strong testament to how convenient BotDoc is! You need BotDoc!”
– Kurt & Associates, PC
• Reduce customer headaches through simple document collection
• Impress clients, provides proof that their time is valued
• Improve consumer experience
We interact with clients daily by collecting and discussing confidential information and we treat each person and business with strict confidentiality in accordance with the high standards of the accounting professions Code of Ethics.
Whether consulting clients on financial/retirement decisions, estate planning, buying or selling, taxes or cash flow forecasting, we take pride in the quality service we provide.
“Our downfall was spending hundreds of dollars a month on secure FTP sites that consumers would not use or login to. Massive amounts of time was spent on troubleshooting for our customers and resetting passwords.” When BotDoc came on board, we found a huge timesaver when collecting secure documents from our clients.
BotDoc, the EASY solution! When they say easy, they really mean easy, its secure and its encrypted, through your mobile device or computer! No passwords needed, no logging into another complicated application, no extra costs, no Pin #’s needed, no software or app needed!