Client communication solution in the palm of my hand
I LOVE that the app keeps me up to date with my clients and their communications. I can send out requests follow up and give them a one stop portal to all their financial software! They are not jumping from website to website to try to manage their accounting! Simple, easy to use and makes me look like a ROCKSTAR to my clients! Centralized so our entire team can be up to speed with the client in just minutes!