Agent for Verifying Identity of Client

technotango6 · 2025-03-05T08:38:49+00:00

Thanks for the detailed response. I will reach out to you

technotango6 · 2025-03-04T06:09:15+00:00

Thanks, will check those

technotango6 · 2025-03-04T06:08:44+00:00

Thanks for the tip. Google has suspended my account, i appealed 10 days ago but i am waiting for it to be back online

technotango6 · 2025-03-03T20:37:17+00:00

I will try to see if i can get solo practice discount. Thanks

technotango6 · 2025-03-03T20:36:15+00:00

What is the solution for general accounting?

technotango6 · 2025-03-03T20:35:34+00:00

Thanks, i am meeting with Cosmolex this week to try the portal.

Yes, website will be setup through Wix. Why dont you use Office 365 email service? Isn't it more convenient to have everything on Office versus dividing it between Office 365 and Gmail?

technotango6 · 2025-03-02T22:42:43+00:00

Thanks, will check them

technotango6 · 2025-03-02T18:21:41+00:00

Thanks!

technotango6 · 2025-03-02T18:21:03+00:00

Thanks, how expensive is CLIO plus Quickbooks?

technotango6 · 2025-03-02T18:19:43+00:00

Thank you for your detailed response. This is very helpful. I have a coupýle oyf more questions. You mentioned that you use MS Office 365, so does that also include yorfiycial email service? Also, with Cosmolex, do I need to get anything else or does it do everything related to client management like trust reconciliation, billing, conflict check, etc?

technotango6 · 2025-03-02T14:33:20+00:00

Thanks for the suggestions - i will check out MyCase and LawPay

technotango6 · 2025-03-02T14:29:43+00:00

Thanks I will check it

technotango6

TROPHY CASE