This week we take a look at a convenient way to send clients documents to review and sign ahead of the visit - a feature we call "pre-visit documents."
Today our company turns three. I think that it is important to periodically reflect on the past, especially when a milestone such as this one is reached. What an amazing three years. I’m awed by how much we’ve been able to accomplish in such a short period of time. We grew from serving clients in one state (California) to serving clients in 18 countries; from employing two people to twelve; from offering a system for tracking reminders to the industry-leading practice management solution. Our success can be attributable because of our unfaltering commitment to the success of our clients and to always pushing ourselves to be better at everything that we do. We are thankful for all of the support that we’ve received from our families, friends and our clients. We couldn’t have done it without you. Here’s to many more milestones!