Introducing New Collaborate - Feature Walkthrough

Plan: Not Available: Intermediate Available: Pro or Elite

Users: Available: All users

Practice Management Source: Available: All sources

This walkthrough provides an overview of the key features of FYI's New Collaborate.

Explore how you can collaborate with your clients and contacts by securely sharing documents and folders in a dedicated client portal. Customise your new Collaborate site with your logo and practice branding and discover the client upload folder, providing an alternate way for clients to send documents to your practice.

 

 

 

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