April 2021 - Explore best practices for using the client management feature including your client list, to-dos and goals

Articles in this section

• April 2021 - Learn how to make the Cashflow feature work for you and your clients
• April 2021 - Learn how to set up and configure your mobile app
• April 2021 - Expert advice on using the portal to enhance your client relationships and extend your services
• April 2021 - Discover how to use integrations to increase practice efficiencies
• April 2021 - Discover how easy it is to request e-signatures from your clients in the portal
• April 2021 - Explore best practices for using the client management feature including your client list, to-dos and goals
• April 2021 - Helpful guides: Setting up admin, configuring, security, staff and integrations