Complete System Overview (19:32)

FOR ACCOUNTANTS

FOR ATTORNEYS

FOR MORTGAGE BROKERS

SYSTEM FUNCTIONS

Adding Clients

Adding Clients to the System (2:03)

Creating Task Reminders

Creating Task Reminders (3:59)

Create Custom Task Reminders

Create Custom Task Reminders (1:39)

Editing and Deleting

Editing and Deleting Task Reminders (2:14)

Send and Receive Documents and Files

Send and Receive Documents and Files (3:05)

Setting Up Client Appointment Reminders

Setting Up Client Appointment Reminders (1:35)

Setting Up Client Invoice Reminders

Setting Up Client Invoice Reminders (2:24)

Manage Client Inquires

Manage Client Inquires (1:08)

 

USER FUNCTIONS

Manage Billing

Manage Your Monthly and Yearly Billings (1:04)

FAQ's and Help Sections

FAQ's and Help Sections (1:34)

Manage Your Account Settings

Manage Your Account Settings (1:24)