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@kwhitaker96 @scottwhitaker95 He’s a good board president. Like all good board members, they bug you, but they’re usually on to something.
@kwhitaker96 No problem. I think you should have an e-mail so you can login to the client-facing side for your acct w/ me to see that.
@kwhitaker96 but they keep everything really organized and professional looking. Been with them since 2006.
@kwhitaker96 # of clients. They have a 25 client tier, then unlimited. I honestly don’t know if they’re priced well…
@kwhitaker96 Although, I send them out 100% electronically. For some, I take the extra step of attaching PDF to email vs the form e-mail
@kwhitaker96 Both. I’m about at 60/40 between electronic and check-writers.