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Using Web-based Forms to Automate Data-Entry into SmartOffice PreciseFP is a data-gathering and forms creation tool for financial planners and investment advisors. By gathering data via a PreciseFP web-based form, you can update your CRM and create financial plans in less time and with less effort by avoiding manual data entry. SmartOffice + PreciseFP benefits:... -Create paperless, customized data-gathering experiences for clients and prospects in minutes. -Impress clients with questionnaires tailored to their unique situations. -Avoid time-consuming manual data entry and "bad data" errorsform data flows directly and seamlessly into SmartOffice. -Save your clients time by pre-filling forms for them using data from SmartOffice. Register for the live webinar to learn more about this powerful integration with Precise FP. March 5, 2021 - 2pm EST Register for the Webinar https://hubs.ly/H0H9q9h0