Jun 1, 20202 minClient portal - choose your recommendationsChoose which documents you ask you client for through our client portal, or you can rely on the automated prompts already in our system.
May 29, 20201 minClient portal - sharing it with your clientDo you know that you can share the client portal with your client at any time? We understand that things change, instructions change or...
Apr 22, 20201 minOur disclosure portal - mobile and easyOur product is designed to be easy to use on your mobile or your laptop.
Apr 22, 20201 minOur disclosure portal - the document indexBoth sides get access to features which is why it is now a two way disclosure portal.