In an age where document management is important for everything from client service to compliance, a secure cloud based document storage solution can make things more organised than ever.
The ability to set folder structures and user permissions, synchronise across multiple devices and maintain enterprise level security are important in a financial services business. Add to that easy document sharing and collaboration between team members and it’s easy to see the benefits of getting document management right.
As part of the recent Pinot Noir release, PractiFI allows you to connect your Box account, providing access to your files directly from the client record. Your Box folder permissions are maintained while keeping everything synchronised.
Take a look at how PractiFI’s integration with Box makes managing client files easier than ever.