Create Account Syncs to a PM Plus or Tandem Account
AppColl’s Account Syncing feature allows for a source AppColl account to send data to a destination AppColl account. This is very useful for firms sending data to their clients in a read-only view of their matters.
In order to sync account information, firms need to follow a few simple steps to set it up correctly. See below to learn more about creating account syncs between you and your clients.