Practice mgmt
Is there a dedicated mobile app clients can use to access their portal?
1:09:05From the June 3 call · MCP Connectors, Custom Portals, and AI Tax Workflows in Practice
Yes. One member confirmed clients access their portal via a dedicated web app (referenced as app.[firmname].com) that works like a phone app. The backend of that client-facing app is Assembly, chosen specifically because it allows embedding different tools and views into a single interface for the client.
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