Complete Account Activity Log
We track all activity performed on your client and prospect accounts. You are able to view what was done, when it was done and who did it, thus lowering the risk of litigation and/or corrective actions.
Account Timeline
We track all activity performed on your client and prospect accounts. You are able to view what was done, when it was done and who did it, thus lowering the risk of litigation and/or corrective actions.
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.
