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Events for November 20, 2024
CPM Learning Objectives | Collecting Client Documents and Data Securely
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You want to make it easy and secure to exchange electronic documents and information with clients. There are many ways to do this, including using online document storage services, SaaS based practice management portals, and document management systems. We will look at ways to use products you may already have, and some third-party tools, to make exchanging documents and data...