Client Connect CPA


Document Library Manager
Upload, organize and archive

Use Client Connect CPA to build and maintain a document library of white papers, newsletters, audio and video downloads, e-books and more. The module publishes, organizes and stores your work. As site visitors benefit from these resources, your credibility as a trusted advisor will increase.

Publish and publicize documents

With the click of a mouse, notify clients of new additions by emailing an alert to your interested clients. Designed to pull readers back to your website, these emails link back to related pages and feature relevant information.

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