Access accounting literature and regulatory guidance from SEC, FASB, EITF, AICPA, PCAOB, and publications. Search for documents, view summaries, and bookmark relevant content for later reference. Sync with desktop version for offline access.
Access and customer messages from iPhone or iPad. View all interactions in one place. Reply to messages, categorize contacts, and manage customer inquiries directly within the .
Share content such as videos, images, audio files, and PDFs with contacts. Customize accompanying messages and send them directly. Connect with prospects using integrated communication tools. Manage and organize shared content within the .
Manage client communications with bulk text messaging for personalized outreach. Create and manage Scope of Appointment documents. Track appointments and client interactions. Access policy information and submission tools.
Access product and service information for IPG. Log in securely for personalized access. Sync content automatically for offline use. View literature, images, and videos. Troubleshoot and present information efficiently.
Create dynamic presentations with drag-and-drop organization of documents, videos, and media. Add text, symbols, and shapes. Navigate between slides and embedded content during presentations. Export and share final presentations.