User and Team Management

Control Over Your Organization

Controlling who can do what in your account is super easy. We give you role-based, granular control over user permissions and the ability to assign users to different teams. You can create unlimited teams, each with its own list of clients and prospects.

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Make Sure Your Client Forms are Pixel Perfect

Explore the industry-wide shift that did away with big stacks of paperwork and the role PreciseFP has played in facilitating e-signature capabilities nationwide.