Effortlessly manage client requests, track their status, and simplify communication.
Request a demoTake control of client queries with our Requests feature. Seamlessly submit and track answers in a centralized system, eliminating the hassle of scattered information. The integrated client portal ensures a smooth communication flow.
Submit and track client queries in one centralized system, eliminating the need for scattered information and streamlining your workflow.
Enhance client communication with the integrated client portal, ensuring a smooth flow of information and responses to queries.
Save valuable time by efficiently managing requests, allowing you to focus on core tasks and providing a seamless experience for both you and your clients.
Initiate the process by requesting essential documents or written confirmations from your clients. This not only ensures efficient communication but also aids in maintaining a clear audit trail.
Once you receive the requested documents, seamlessly integrate them into relevant notebooks or procedures within the platform. This ensures an organized workflow and easy access to essential information.
Leverage the Requests feature as a powerful tool for evidence justification in your auditing or accounting tasks. By documenting requests, you enhance the transparency and reliability of your workflow.
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