Grant your team the right access to clients.
Customize the number of clients each team member manages. Pick their roles, each with a different permission level, protecting your clients’ information.
Simplify your workflows with the team management tool.
Optimize your firm’s workflows with the team management tool. Assign accounts, set approval limits, and boost visibility to stay in control of your team’s responsibilities.
Improve visibility.
Manage all staff members’ access from one place without having to move between clients’ accounts to assign access and permissions.
Flexible approval workflows.
Each client and staff member can get their unique approval terms that are tailor-made for them. Add multi-layer approvals so that everyone approves in the right order.
