Internal communication features
You can drop a note or create an internal query on transactions, GL Rec, To-do, or account across the platform.
Assign questions to a team member
Ask questions and tag appropriate team members directly within the platform to get answers.
Centralized visibility of all the internal questions
Get centralized visibility of all the internal questions in one place within the platform and keep your team on the same page.
The advantages that you enjoy!
Improved team collaboration
Increased operational efficiency
Enhanced response accuracy
Collaborative Client Portal
Communicate quickly and effortlessly with clients and resolve queries in an instant. Client Portal keeps you proactive, responsive, and well-connected without back-and-forth communication.