Manage board meetings and decisions remotely with mobile e-signatures, approvals, and surveys. Access documents, send emails, and track action items. Share and collaborate on meeting materials securely. Set reminders and view meeting agendas.
Manage calls and notifications with VoIP technology. Answer, reject, or transfer calls directly. Set call handling preferences and receive reliable alerts. Access account features for small business communication.
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 .
