Our first episode of Gearing Up — an interview series by Relay that's hosted by Blake Oliver, CPA — features Safietou D. Russell, CPA, EA, MST, Founder & CEO of SDR Consulting Inc. 

Safie shares how her firm manages client intake (and eliminates a ton of administrative work) with Cognito Forms. 

Topics covered:  

📝 How to create a standardized and consistent client intake process 

↔️ How to break up one big intake form into smaller ones for a better client experience 

✅ How Safie makes sure client information is up-to-date each tax season 

🔃 How to connect intake forms with document storage to avoid data entry

Watch this episode on our YouTube channel ➡️  https://www.youtube.com/watch?v=dsYdFcpQxjo

Subscribe to Gearing Up 👉  https://hubs.li/Q014LG_20 

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