July 2024 Feature Release Video
We recently held an interactive drop-in session for our customers to preview the exciting new features and enhancements coming in our July 2024 release. The session was a great success, with enthusiastic participation and valuable feedback from attendees. Customers had the opportunity to see firsthand the improvements in functionality, such as the new shortcut feature bar, enhanced diary tasks, and the comprehensive Client Dashboard, which provides quick access to essential financial and client information.
Please click on the video above to take a look at the recording and learn more about the upcoming changes and how they can improve your workflow and efficiency.
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