It’s no secret that Client Portals are on the rise, with more & more firms across the globe implementing them to help combat issues around data security, document access, client retention and even brand presence.
But, how do you know if a Client Portal is the right choice for your firm?
Join us for a 20-minute webinar on the 9th March, where we will walk you through common misconceptions around Client Portals, the pros, & cons and how to pick the right portal for your firm.
Account & Marketing Manager
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