New Portal Features Galore.
We’ve been toiling away on our client portal, and this month, we're proud to announce our new features.
Organize Messages by Status.
Never forget to follow up on a client or lose track of missing information again. Our New, Open, Pending, and Solved status levels make it easy to manage your client engagements, improving your services and saving you valuable time.
Search Messages by Type.
Questions, tasks, missing information, problems, and incidents can now be searched and followed up on in the message center. Say goodbye to Post-it notes and hello to instant recall.
All of the these features are now live. Get up to date on how to best utilize these new features with our video tutorial. We want feedback, and we continue to find ways to organize your client engagements. On deck are saved messages that are used for common responses, assignment of tasks to other staff members, secure and non-secure messages, and much more.
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.