Embedded Files
Leverage secure state-of-the-art technologies to safeguard confidential information of your clients
Leverage secure state-of-the-art technologies to safeguard confidential information of your clients
Give your clients confidence and peace of mind!
Give your clients confidence and peace of mind!
- EntreUpload® - Secure upload of client records and documents. No user ID or password is required
- Email with Military Grade Encryption - works with client's existing emails. No additional passwords required
- File Backup & Sync - ongoing secure backup of your files to the cloud
- Live Chat - for your clients to engage with your front desk team. Client Experience (CX) beyond phone!
- SMS/Texting - for your clients and your staff to exchange text messages. Staff can send and receive SMS messages on their desktop computers
- Online Invoicing and Payments - for your clients to receive invoices electronically and make payments securely online any time, anywhere, from any device
- State-of-the-art Voice-Over-IP (VOIP) Phone Services - Auto-attendant, toll-free number, mobile apps to make and receive calls, with Caller-ID showing the main office number, the same number for calling and texting, HD speech technology for crystal-clear conversations, full-duplex speakerphone, up to 4 concurrent calls
- Guest WiFi - Passwordless access, splash screen with terms & conditions, and custom content (e.g., promotions, news, announcements), Guest Wi-Fi Network securely isolated from the Office Data and VOIP traffic
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