Secure Firm Portal
The Secure Firm Portal puts a variety of tools at your finger tips to help you exchange data with your clients.
These website tools help your firm run smoother and more efficiently so you can add new clients without adding more staff.
The Secure Firm Portal puts a variety of tools at your finger tips to help you exchange data with your clients.
You can easily edit every page on your site, 24 hours a day 7 days a week, with our Online Site Management Program.
Offer Quick, Real-time Support to Clients with Live Chat
Live chat is a feature on your website that enables clients to ask questions that are then answered by a real person at your firm. Live chat is important because today's clients expect to be able to get immediate information on your firm. Adding live chat provides a great opportunity to make a great first impression on potential clients. It makes it convenient for them to get the answers they need and feel comfortable making an appointment, giving your firm a major advantage.
Providing online bill pay right on your website saves you both time and stress. No more having to chase clients for payment or waiting for checks to arrive in the mail! With Bluefin online bill pay, your clients can easily pay by credit card, debit card, ACH, or electronic checks.
