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Our Client View Portal Gets a Makeover

November 30, 2018

It is becoming more critical than ever to utilize secure technology to communicate with your client base. Whether that be sharing tax or financial files, or disclosing private business matters, having a system that organizes your clients and makes it easy for them to communicate securely is a must. Simple document share Apps can’t accomplish this for you. And full-blown native Apps are rarely downloaded or used by clients. We are on our way at making the client view the hub for client relationships.

We started a client view interface refresh over the summer and released phase 1 in October. The initial revamp was to make the portal function in all screen sizes, allowing App like convenience. We also wanted to make it easy for clients to upload documents through their mobile camera phones.

With phase 2, we will start tackling pop up notifications and more ways to communicate with clients through their mobile devices. The wave of improved client onboarding tools is coming and on our product roadmap. So as your client relationships and demands evolve, our platform will grow with it.

The goal is tighter client relationships built on automation.

Phase 1 Enhancements:
> Comprehensive Activity Feed
> Improved Message Thread
> Mobile Camera Access
> GDPR Compliance


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Lee Reams II

I am a marketing junkie who has spent the last 20 years developing and executing "best in class" word-of-mouth marketing campaigns. With over 10,000 happy clients I think we are on to something. The explosion in web marketing and social media have redefined the way independent professionals market their practices. Follow my blog to see if you can take some of our actionable ideas to market your own practice.

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