The right forms solution prevents rejected financial forms We get it! Forms are boring. You spend tedious time combing through minute...

Today, February 11th, 2022 marks the 20 year anniversary of the first installation of Quik! software. Before we incorporated as Efficient...

Quik! boasts one of the most innovative forms automation software systems around. It maintains a digital library of over 36,000...

As you look to change firms, you may be wondering what advisor transition services are available. Making the switch can bring about a ton...

Wealth management transitions usually occur no more than once within a financial advisor’s career. Some advisors will leave to start...

CRM software for financial advisors is key to building and maintaining client relationships. More and more wealth management...

Forms automation cuts out the tedious tasks associated with form processing - making the job easier, more efficient, and productive. The...

The average American office worker will go through 10,000 sheets of paper a year - but only about 300 sheets will actually be recycled....

In financial services one of management’s key concerns is efficiency. Efficiency in numbers, planning, strategizing, and managing are the...

The Quik! App offers a host of automation solutions to make forms processing faster and more efficient. One of the more important...

Thinking about switching from paper forms to electronic forms? Forms automation solutions can modernize your workflow by saving you time,...

What a year this has been! First, I want to offer my gratitude to you for choosing to work with us. Whether you have been our customer...

Forests provide about 75% of the world’s accessible fresh water supply. They protect against soil erosion and maintain natural habitats...

TORRANCE, Calif. (November 19, 2020) - Quik! is the leading forms automation provider that alleviates the hassle of manual paperwork so...

Did you know the average company rejects at least 25% of the forms they receive due to bad data, missing information or even using the...

Financial Services CRM Now Fully Compatible with Quik! Forms App to Respond to Customer Needs TORRANCE, Calif. (July 13, 2020) – Quik!, a...

The Quik! team had added several new important features based on our growing partnerships and direct user feedback. We are committed to...

Most of us are approaching our third month of working from home due to the pandemic. We’re past the initial hiccups and finding that...

Integration Creates Seamless User Experience for Generating Direct Business Paperwork TORRANCE, Calif. (May 5, 2020) – Quik! today...

April 7, 2020 Quik! is joining the Arbor Day Foundation as it launches the Time for Trees initiative. Through this effort, Quik! will...