Manage accounts, transfer funds, pay bills, locate
View account balances and transaction history. Transfer funds internally and externally. Pay bills and loans. Locate branches and ATMs. Deposit checks by photo. Use Money Management for budgeting. Send money via Person to Person.
Capture business contacts using an integrated business card scanner. Access individual questionnaires and contact data offline. Forward recorded data to back office teams. Send follow-up emails to contacts.
Manage client bookings and schedules with a shared calendar. Create and send digital contracts and intake forms. Track payments and receive reminders for missed appointments. Monitor team performance and generate reports.
Create and by inputting text or images and selecting label type. Automatically adjusts content to fit label size. Sync with Mac via cloud. Supports most Avery label sheets. Organize mailing lists for recurring mailings.
Schedule appointments and send reminders. Communicate with clients through messaging. Accept payments and manage transactions. Store and access client records securely. Track treatment history and note contraindications.
Displays messages on an iPhone, iPod touch, or iPad screen. Users can create and play messages to communicate discreetly in noisy environments or public spaces. Messages can be shown without attracting attention.
Manage task lists, set required documents, and create accountability workflows for real estate transactions. Store documentation to comply with state guidelines. Integrate text messaging to turn real estate signs into smart signs.
Create mailing labels from contact addresses or custom entries. Organize labels into lists and save style settings. Automatically fill fields with contact information. Print labels directly from the .