Preparers can check return transmission status including queued, transmitted, accepted, and rejected (with reason) using date filters. View appointment summaries and manage client return status within the .
Place and receive calls, check availability, and chat with colleagues. Host or join meetings and manage voicemails. Access contact lists and calendar integration. Send and receive messages. View call history and voicemail details.
Manage community discussions with 1:1 and group messaging. Create public and private channels for collaboration. Send and receive messages within the community. Participate in topic-based conversations. Share updates and engage with members.
