💡Upgrade Your Intake Form in 10 Minutes

Loving this new AI spin on webforms from the folks behind Typeform.

Rather than the traditional step by step form, it uses an LLM to conversationally guide the user through an info gathering process.

On the backend you simply define the things you need, and it extends the conversation until it’s confident complete answers have been provided.

You can load in additional custom data as well, so it knows all about your firm, and uses that info to inform the conversation. It’ll even let the user continue chatting with it after it has all the info it needs.

The tool is called Formless, and right now it’s free up to 500 responses per month.

💎This Week's Sponsor

The Customizable Client Portal Built for Modern Accounting Firms

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📅 This Week

• The difference between a 6% and 60% margin accounting firm

• Karen Reyburn launched her book The Accountant Marketer - learn marketing from someone who runs an agency for firms

• I made a tax deadline music video

• Basis raised $3M for its AI assistant for accountants

• Google’s NotebookLM is an interesting approach to AI-enabled doc management that could be a peek into the future of workpapers

  

• MS announces a webinar offering for Teams called ‘Town Halls’

• Join me Tuesday to run through the AICPA’s new AI toolkit

• And Wednesday I’ll be talking ChatGPT at a free virtual conference WorkflowCon

• From the podcast this week: audio feed video feed

  • I talked org charts with a guy who grew his practice to 100+ EEs

  • How to build a podcast from scratch to attract better clients

  • Everything you need to know about selling bill pay

  • A guide to better capturing all your client communications

😍From The Community

My private peer networking community Realize for firm leaders, now capped at 500 members.

• 10/23 🕸️ Into The Chadiverse with Chad Davis

• 10/23 👉 Show & Tell - Canopy with Jake Kessenich

• 10/24 👉 Show & Tell - TaxDome with Ryan Elblein

• 10/25 👉 Show & Tell - Keeper with Jake Kessenich

• 10/26 💻 Demo Day - SmartSuite with Jason Staats

• 10/27 🏫 Hall Pass - Live Coaching with Brandon Hall

• 11/07 🌴 Take A Step Back with Geraldine Carter

▮▮▮▮▮▮▮▮▮▮▮▮▮▯▯▯▯▯▯▯ 364/500 members