Manage contacts for events like weddings, birthdays, and holidays. Add contacts via email, text, or scanned envelopes. Merge existing contacts and organize addresses. Sync with orders for envelope addressing.
View payments and balances in real time. Track payments made or received. Access details and payment history. Receive notifications for new updates. Sync with court records for accurate information.
Create invoices with customizable templates and branding. Track expenses and income categorically. Generate tax documents and receipts. Set up recurring payments and automate bill reminders. Sync with software and view financial reports.
Track upcoming birthdays with widgets and reminder notifications. Create lists for each person and set individual budgets. Monitor spending through graphs and share lists for collaboration.
Check balances and view details for HSA, HRA, and FSA accounts. Track claims requiring receipts and file claims for FSAs. Contact Client Service Center via email or call. Navigate accounts with real-time updates and intuitive interface.
Upload tax documents via photo or cloud storage. Connect with a credentialed tax professional for guidance. Receive in- notifications for clarification. Complete tax filings with expert assistance.
File disputes on bank fees, credit card charges, and transaction fees. Select accounts, submit disputes, and track progress. Request refunds without phone calls or paperwork. Manage multiple accounts and view dispute status updates.
Manage team communication with instant chat and targeted updates. Receive urgent notifications directly. Submit and track forms. Share files and collaborate in real time. View project progress and manage tasks. Customize alerts and notifications.
Create and edit spreadsheets by importing Excel files or CSV data. Collaborate in real time with others to modify and analyze data. Share spreadsheets via the free . Sync changes with cloud storage services like Dropbox and Box.
Buy, sell, and redeem cards securely. Track balances and expiration dates. Receive instant buyback offers and process funds quickly. Contact customer service for support and resolve issues promptly.
AMERICAN PLATINUM PROPERTY AND CASUALTY INSURANCE COMPANY
Access policy, make payments, track claims, find
Access policy documents through a centralized dashboard. Make payments via a secure payment system. File and track claims using an easy form with dropdown menus. Locate nearby agents and manage policy details directly.