Using Xplan Client Portal as a Document Vault

Hi All, I'd be interested to know if any other practices are using the Xplan Client Portal as a Document Vault for clients to upload important documents such as Wills, PoA's etc? Our clients love...

client engagement

sarah.burke38

Active Interactor

2 months ago

Hi,

We are also interested in this, we have stopped using the portal so much due to the client experience not being so great.

Thanks

Sarah

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