Client Access PLUS is an add-on package that expands the tools available for collaboration between your agency and Client Access users.
To add Client Access PLUS to your ACE system, contact sales@interprose.com.
Client Access PLUS includes:
Feature | Description |
|---|---|
Client Messages | Provides secure messaging between agency users and Client Access users, including threaded conversations, account associations, attachments, and message management. |
Task Management | Provides tools for agency and Client Access users to create, view, and manage account-related tasks. |
Client Messages
Client Messages provides a secure conversation area for agency and Client Access users. Messages can be sent directly to a client or associated with an account, organized into conversations, and include attachments.
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Task Management
Task Management provides account-level collaboration between agency and Client Access users.