Our clients love the portal. And we love the messages feature where you can send direct messages to the client.
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.
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.