When it’s busy season, you don’t have time to eat, much less keep your clients updated on your progress with their taxes. Oftentimes you can’t respond to their texts and emails for days. Milestones helps you be proactive with your communication rather than reactive. Our tool is flexible, allowing you to notify your clients of what work you are accomplishing. Send periodic updates of your progress to keep them appeased.
Keep clients in the know.
Enhance client communication with less work on your part.
Add video clips to your status updates. Video is the best way to visually depict the process of the install.
Clients are often anxious because they don’t understand the process. Fill your client portal with information, videos and graphics to help them learn.
Secure & Confidential
Rest assured that proprietary information and sensitive details will not reach anybody but your client. Using Multi-factor authentication (MFA), we ensure that case information is only getting to your desired client.
Security & Bank Grade Encryption
Milestones uses multi-factor authentication to ensure that no one else can access your client’s portal.