One client list for your whole practice
Add your colleagues, share clients across your firm, and give each person the access their role needs.
Laing Financial · 3 members
Clients · Members · Activity
Owner · Admin · Member
A. Reyes added J. Morgan to Laing Financial
Share clients, not passwords
Add a client to your organization and everyone on your team can open their file. Take a client out and they go back to the professional who owns them, never left without one.
The right access for each person
Owner: Everything, including members and billing.
Admin: Invite people, add and remove any client.
Member: Work with shared clients, add their own clients.
Viewer: See shared clients, no changes.
See what’s happening
An activity feed shows who added or removed clients and when, so nothing changes quietly.
More than one brand
Run separate brands as separate organizations: 1 on Launch, 2 on Practice, up to 5 on Team.
Built into the Team plan
Team includes 3 seats, a shared client list and reports across your practice. Need more people? Extra seats are $39 a month each; contact us to add them.
Client management
Frequently asked questions
Which plan do I need to share clients?
Team. Launch and Practice have 1 seat.
Do invited colleagues pay separately?
No. Team includes 3 seats; more are $39 a month each.
Can my clients see my team’s notes?
No. Your private notes stay private; clients see only what you share in their portal.
Your practice, in one place
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