Now you have one place to go for all of your client information, documents, and tasks. Send and collect all documents with your clients through our secure web portal. Our iPad App and online Web Tool work together to help manage your clients more effectively from wherever you are.
Our new multi-user system allows a user to share clients and documents not only with clients, but with other users in the system.
Our solution takes your office completely mobile by providing access to all of your clients, files, presentations, and applications everywhere. Present your offering straight from the iPad, then conveniently have your client sign their applications or documents right on your iPad.
Use our powerful iPad drawing tool to make your presentations become alive. Use the Notes and Audio Recorder to capture the crucial information from your appointment. You can even export client information for email or direct marketing campaigns.
