Client Connect CPA


Featured Content Manager

Getting important, relevant information out to your clients has never been easier. You can instantly publish new information within your firm's website. Instant and efficient, you'll provide your clients with important information when and where it's pertinent.

Add documents

Have a document you want to share. You can quickly upload and share it on your site and publish an alert to clients.

Highlight a page on your website

Want to draw attention to a specific page on your website? Add a featured item and your done.

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