Tip #10: Electronic Client Files
Our electronic client files allow you to stay organized and have access to your client’s information in a few clicks. Save time, stay organized, comply with your industry rules and protect your data.
- Create your own file templates and fill them out online
- Upload images or documents in your client's file
- Stay organized
- A back-up copy is made every 5 minutes
How to do it?
Step 2: Add or consult client files