Box.com - PreciseFP

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 PRECISEFP BLOG

Ideas You Can Use

Stay updated with the latest insights, tips, and best practices for financial advisors on the PreciseFP blog.

Level Up Your Financial Advising Game

Understand what makes your clients comfortable (or uncomfortable) with financial risks with our how-to guide.