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.

The Benefits!

  • 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 1: Create templates for your client files

Step 2: Add or consult client files

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Click here to see Tip #11: Generate Your Revenue Report

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