We can all agree that the social security number is probably the most sensitive piece of data clients entrust us with. That is why we encrypt it using our encrypted fields. You can also create custom encrypted fields for any client information you deem sensitive.
Read how US Air Force veteran, Andy Pike, used PreciseFP to increase his remote team’s operational efficiency through automation, customized forms, and comprehensive client data-gathering.
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.
