Secure Electronic Messaging
Introduction to the Electronic Messaging System
Our new Electronic Messaging System is part of our Client Admin Area . This facility enables you to communicate with all your clients about all aspects of their financial requirements and any work you may be doing for them via your secure Back Office Area. Clients can access all their messages, and respond to you, by logging into their secure Client Area via your website.
Electronic Messaging System Features
- Communicate with your clients via their Client Login Area
- Keep all communiqués with your clients absolutely secure – no private & sensitive information flying around the World Wide Web
- Complete conversation threads recorded & maintained, colour coded and time stamped
- All messages requiring attention flagged for your, or your clients’ attention
- Email sent automatically to designated email address informing that a message awaits your attention
- All closed conversations are stored for future reference
- All conversations are searchable
Click here for details.