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.
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.
