Dropbox

Dropbox is a secure file sharing and storage solution that employees and IT admins trust.

How does the integration work?

This integration will automatically send all documents uploaded using PreciseFP to a designated folder in your Dropbox 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.