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Invitations not getting through so I can’t be onboarded as a clientVelo Bones
Client communication solution in the palm of my hand
I LOVE that the app keeps me up to date with my clients and their communications.
I can send out requests follow up and give them a one stop portal to all their financial software! They are not jumping from website to website to try to manage their accounting! Simple, easy to use and makes me look like a ROCKSTAR to my clients!
Centralized so our entire team can be up to speed with the client in just minutes!Show lessJazfun2
Game changer for client collaboration
The mobile app makes it easy for our clients to connect with us when they are in or out of the office and to respond to our inquiries in real time.Choose to lose
Dedicated Client Workspace
Great tool for client / accountant interaction. Simple enough for my non-tech clientele and great for the self-starters.Used Toothbrush
