Office Hours with Hilary
Thursday, May 22th – 12:00pm EDT
Connecting with Clients
Description:
In this session, you’ll discover how Owl facilitates seamless connections between you and your clients. Learn how to send reminders, messages, attachments, and financial documents effortlessly. We’ll also show you how to optimize your client portal to provide the best possible service and enhance client engagement.
Owl Practice Blog
Practice Wisdom
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Read MoreSign up for Practice Wisdom. Tips to help your practice thrive.
