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• Ability to access via web based interface available 24/7
• Easily manages communication with clients and prospects
• Built-in drip marketing newsletter system
• CPA Partnership/Alliance capability
• Automatic client contact calendar
• “Asset Journal” client presentation
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April 2, 2014Learn How To Stay In Front Of Clients And Prospects With This Complimentary Video!
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March 19, 2014Don't Spend Another Penny On Mail Before You Listen To This Pre-Recorded Webinar