Let clients fill in their own details, right the first time.
Publish branded online forms clients complete without logging in, and let each submission create the client record and prepare the matching job on its own.
Collecting a new client's information over email means chasing replies, re-typing what comes back and hoping nothing was left out. Finye replaces that with branded online forms the client fills in once, with no login, covering new-client intake for individuals, companies, trusts and SMSFs as well as general data collection.
Because the form asks for exactly what you need, the information arrives complete and consistent, and each submission can create the client record and prepare the matching job for you. Forms open from a secure link and can sit on your own website, so collecting client data becomes part of the site rather than a separate task.