It is an application which allows you to store and access your critical client files faster, easier and more securely.
Main Features:
- Lower operating costs by reducing the need for printing, filing, re-filing and storing physical files.
- Store any type of client information: including tax returns, letters and hand-written notes.
- Improve service. View, edit, fax, or email information instantly from your PC.
- Manage documents from most any source including Microsoft® Office applications.
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