Client Connect CPA


Employee Directory

To create and nurture personal relationships between potential clients and those positioned to best serve them, use the Employee Directory module.

Create and manage searchable directories

Click-to-edit functionality, completely customizable to display as much or as little information you like, engage users with employees and illustrate your firm's unique offerings.

Keyword search

Users seeking contact information find it easily by searching for words specific to their need. Even if they only know a partial name or a practice area, one click yields immediate, lead-generating results.

Department search

Allow users to browse departments easily and find and connect with those employees who will best serve them.

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