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Your Business. Your Solution.

Client, Plan and Contacts
Centralize client, plan and contact information for full access to your data.Plan Cycle Milestone Dashboard
Track your milestones and deadlinesStandard Reporting
Access your data with 50+ reportsSecure File Exchange
Send and receive sensitive information quickly and securelyPayroll Integrations
Integrated connection to payroll data from all major payroll aggregatorsTime Tracking
Track profitability and productivityftwilliam.com Integration
Forms, Compliance and Documents SoftwareBlast Email
Send targeted emails to clients, contacts and prospectsFee Schedules
Templated and customizable fee schedule trackingTo-Dos
Don’t forget to make a phone call or schedule a meeting againDocument Specifications
Store your document specs for easy accessCommunication Lists
Group your contacts for easy blast emailingEmail Notifications
Receive notifications when work assignments are made or become activeInteractions
Log phone calls, meetings and emails for your contactsOnline Data Collection
Collect annual census data securely via PlanSponsorLinkWorkflow
Set-up projects and tasks that flow between employeesProject Dashboards
See what tasks need to be done at-a-glanceWorktrays
Assign work to teams within your officeDistributions
Automate distributions and export data for easy 1099 prepFetch
Create, store and share custom queries to access your dataEvent Management
Track due dates and remaining work to be completed for approaching deadlinesIP Address Control
Control which IP addresses can connect to your instanceMerge Documents
Use Word to build and customize merged documentsAPI
Connect your data to our system from nearly anythingSingle Sign On (SSO)
Integrate accounts seamlessly with your identity authorityStatus Automations
Automatically update customer-facing status of processes on PlanSponsorLinkTRACK
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