Receive real-time push notifications for user activity, community interactions, and curriculum updates. Set reminders for meetings and tasks. Preview and view videos, documents, and images directly within the .
by The C12 Group LLC★ 4.84 ratingsBusinessFreeData updated 2026-09-06
Browse presentations, presenter, and exhibitor details from . Access session slides and annotate them with drawings and highlights. Take notes per slide and save them online for later access.
Create and share customizable video content with prospects. Enter contact information to send personalized messages. Attach and share PDFs directly. Track interactions and manage connections through a user-friendly interface.
View transportation requests and track them on mobile. Search to locate requests for yourself or others. Receive notifications and access a list of requests per user. Use existing ALA login credentials to log in.
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.
Create meeting by adding tasks, responsible parties, due dates, and completion status. Integrate with calendars to schedule and generate . Export in CSV format and share across apps.
Manage contacts and track prospect activity with follow-up notes and activity logs. Import contacts from devices. Receive push notifications for prospect actions. Sync data across devices for real-time updates.
Access course materials, submit assignments, and check grades. View schedules and deadlines. Receive push notifications for upcoming events and reminders. Collaborate with classmates and access support resources.
Access data offline and sync when online. View and update records, manage events and tasks, and access documents from content libraries. Support custom objects and Visualforce pages.
Access cards and add them to Apple or Google Wallet. View all transactions and receive Same-Day ACH payments. Get activity notifications and access in- support for fund distribution.
Send messages, receive alerts, streamline communication
Send and receive messages and alerts within the firm. Communicate with advisors through automated interface. Access secure communication for clients and community members. Streamline interactions with CPA services.