
When I first came to Practice, I sought a system that would give me all the bells and whistles as some of my previous options (too many). I wanted to simplify my procedures and streamline the process to communicate easily with my clients and track their progress. Practice does just that! Review collected by and hosted on G2.com.
If I am honest, there are two things that I wish were possible at this time (1) having an assistant have access without seeing private notes or financial information and (2) the ability to customize email templates for automation. Review collected by and hosted on G2.com.
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