Progress Tracking

When clients are filing out your engagements, their data is stored in real-time, which means you can access that information as soon as they enter it. This makes live advisor-client collaboration a breeze.

Also, to help you see which fields were changed due to a submission, PreciseFP highlights the fields that your client updated. No need to try and figure out what changed in your client’s profile — we tell you exactly what changed (and what it changed from).