Register now for November's Lunch and Learn
23 November 2023 | 1pm NZDT
Even your clients will love it.
Join an interactive session on 23/11 where you’ll learn how:
- Your team can save up to 6 hours a week through a built-in search functionality.
- You can leverage templated folder structures to scale your document management across clients.
- You can seamlessly integrate your practice manager and document management system.