Easy, automated, and industry-leading newsletters, client alerts, eGreeting cards, and more. We set them up, import your client lists, create any email segmentation, and automate it for your practice. Newsletters are sent automatically from you, under your firm’s logo and branding.
A convenient way for your clients to book appointments with you. We simply connect the system to your Google or Office 365 calendar, so clients or prospects can book a time right from your website.
Going paperless and switching to cloud accounting can be intimidating, so we create ready-to-use digital workflows you can implement immediately to better serve your clients.
Our browser-based video meeting tool – pre-loaded with screen share, document sharing, and much more – allows you to meet with clients virtually anytime, anywhere.