Our clients love the portal. And we love the messages feature where you can send direct messages to the client.
Partner at Fox Gravitt, PLLC
VERY excited about the secure messaging. I was always horrified in the past when clients emailed me sensitive info like a new child’s SSN.
Deva Hetrick, EA
Co-founder of Joseph & Hetrick, LLC
Easy to use like Whatsapp, but with built in mobile scanner & integrated with your CRM. All communication with your clients is one place, including documents your clients attach. No more «download this document and upload to that folder» — everything is automated.
No more illegible pictures: your clients can easily scan and share high-resolution collated PDFs directly from their mobile phone.