Many firms have a DMS (document management system), digital tools or workflow software. These tools improve internal productivity but don’t have a direct impact on the client experience with your firm. There’s power in connecting! The ‘Let’s Connect Up!’ tech demo will discuss key tools to consider to keep data safe, improve communications with clients, and save time and money: • Web Portal • PBC Lists • Encrypted Email • eSignature Learn how these tools work, and see how your firm and your clients can benefit from being better connected. When we CONNECT easily and securely with our clients to gather data, obtain approvals and to deliver our finalized reports, client satisfaction increases and loyalty grows.