Client collaboration is so important! This session will focus on ways to manage your client interactions. We will help you to setup new auto emails and manage your clients by using the Saved Search Widget and Client Activity Widget and Screener functionality. Not only that but we will take a look at the client portal […]

Client collaboration is so important! This session will focus on ways to manage your client interactions. We will help you to setup new auto emails and manage your clients by using the Saved Search Widget and Client Activity Widget and Screener functionality. Not only that but we will take a look at the client portal […]

Client collaboration is so important! This session will focus on ways to manage your client interactions. We will help you to setup new auto emails and manage your clients by using the Saved Search Widget and Client Activity Widget and Screener functionality. Not only that but we will take a look at the client portal […]

You can find Public record information for the 169 municipalities in CT within the SmartTax system. In this session, we will focus on searching public records, using the powerful mapping features, prospecting and exporting information. We will also review creating a CMA from within public record.

Client collaboration is so important! This session will focus on ways to manage your client interactions. We will help you to setup new auto emails and manage your clients by using the Saved Search Widget and Client Activity Widget and Screener functionality. Not only that but we will take a look at the client portal […]

Client collaboration is so important! This session will focus on ways to manage your client interactions. We will help you to setup new auto emails and manage your clients by using the Saved Search Widget and Client Activity Widget and Screener functionality. Not only that but we will take a look at the client portal […]

You can find Public record information for the 169 municipalities in CT within the SmartTax system. In this session, we will focus on searching public records, using the powerful mapping features, prospecting and exporting information. We will also review creating a CMA from within public record.