There is no need to make separate requests to collect important documents. Your clients can upload them through their engagements, seamlessly. Additionally, if you want your documents in Google Drive, Dropbox or Box.com, we have you covered.
Stay updated with the latest insights, tips, and best practices for financial advisors on the PreciseFP blog.
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.
