Use a business phone number to send and receive text and picture messages to any US cell number. View messages across multiple devices with one sign-in. Access messages from any browser and allow multiple users to reply to messages.
Manage tasks, share insights, and collaborate securely
Manage practice tasks with role-based workflows for front desk, hygienist, doctor, assistant, billing, and consultants. Track individual responsibilities, set goals, and receive rewards for completed tasks.
Check account balances and transaction history. View portfolio performance and asset allocation. Send secure messages to management team. Request account updates or document downloads. Set up account alerts and notifications.
