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Advanced Features


An Intranet for your firm

You improve communications and collaboration throughout the firm with secure instant messaging, discussion groups, personal and shared calendars, access to company document libraries and other files.

Discussion Groups

Conduct threaded, structured discussions with your clients or even publish these discussion to your Professional Central web site and provide for moderated public discussion forums.

Contact Manager

Store, manage, authenticate, and import/export your clients and business contacts. More than just contacts this feature allows you to create your world of business and is accessible from anywhere and synchronized with Microsoft Outlook.

Electronic Forms

The electronic forms in SmartSimple allows you to recreate all your traditional paper forms in an electronic format for any purpose such as, client surveys, assessments, quality control or reference forms.

Portals

You can easily add a simplified interface for clients that need access to all the features of the system - a "portal interface".

Administrators can build any number of these easy to use role-based portals for each group of users that give just the right amount of functionality but minimize training and support.





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