Most RecentWant to know exactly what your client has updated in their digital fact find? Now you can!🤓 Xplan Hint: Client Hub - your one-stop-shop for client activityForm type Checklist in Notes for ongoing use?The Offshoring Blind Spot: How Poor Systems Cripple Profitability🤓Xplan Hint: When your file notes need a new home🤓Xplan Hint: Controlling the name of your xmerge outputs🤓 Xplan Hint: Workflow groups - assign tasks to a group of people rather than an individual🤓 Xplan Hint: Client List - generating a reportUsing Xplan Client Portal as a Document VaultOffset Account - Financial Information, Liabilities
