Webinar Recap: Keep Clients Engaged with the Client Portal
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Webinar: Tax Legislation Projections in a New Era (1 CE) – Thursday, March 4 at 3:00 p.m. ET
In this session, we reviewed key strategies on keeping clients active in eMoney and how to re-introduce the Client Portal as their go-to personal financial hub during these unique times. We also covered how clients can personalize their experience, view their full financial picture, collaborate on data entry, track their goals, and more.
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