Box.com

Box.com lets you secure, share and edit all your files from anywhere.

How does the integration work?

This integration will automatically send all documents uploaded using PreciseFP to your Box.com account. You are also able to manually export all documents from a client or prospect account. All documents are neatly organized in folders with the client’s name and/or engagement date.

Read more in our knowledge base

"The time saving is…probably like 75% of the draw. When we tell our advisors, ‘You could do this without doing all of that,’ they’re like, ‘Sign me up!’"
Natalie White, WMCP®
AmeriFlex® Premier Concierge

See how The AmeriFlex Group has customized the PreciseFP platform to create a branded experience for each office, allowing them to scale efficiently while maintaining personalized service for their clients.