Most client portal software tools pretend to be complete business systems until you're two months in and still using three other tools because the "all-in-one" ...

Client portal software offers many benefits to a company's brand, which is vital for its success. A white-label client portal can improve a business organization's image. This solution also offers ...

Clinked offers a customizable and secure information-sharing portal businesses can use to deliver a professional service to their clients and employees. Companies have unique needs based on their ...

Using technology to become more efficient is great from a practice-management standpoint. But wouldn’t it be even better if the technology saved tax dollars for your clients also? It seems like the ...

Instant matter creation helps law firms save time on redundant data entry and supports data integrity across both platforms. By connecting Lawmatics and LEAP, firms can work from a reliable source of ...

Advisers who have scoffed at the notion of using monthly cash-flow management for their clients may want to reconsider, now that improved software can help them track progress toward financial goals.