Recorded 16th November, 2021
Store, access and share all of your important documents securely in myprosperity for increased practice efficiencies and a better client experience. Hosted by myprosperity's National Training Manager, Karen Kairouz.
Key topics include:
★ How a document storage integration can power up your firm's automation
★ How to set up and optimise the integration of your chosen document storage platform with the myprosperity portal (including FYI, Dropbox, Box)
★ Sneak peak into more document storage integrations in the pipeline