Online Interaction with Clients

Cloud-based technology allows powerful online interaction with clients and other third parties

  • Individual pages may be shared temporarily with third parties
  • Clients for instance may complete checklists on-line - their answers are also tagged with their name and date along with 'shared' providing indisputable audit evidence
  • They are given temporary access to specified pages to answer questions, attach documents, complete system notes and questionnaires etc.
  • Interaction takes place in real-time - actions and comments are instantly uploaded and saved

 

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