Hi -- we are a 4 person office atm, but growing. We are using godaddy for our M365 subscriptions. They are a hot mess when anything goes wrong - and we are interested in getting off their platform. This will involve defederating and then figuring out if we self manage subscriptions and storage/backup. I am debating between hiring a CSP or doing this myself. I've identified one CSP but would like alternatives to review and don't find any that seem reliable. Any recommendations or experiences to share?

Good morning! Back in June @Kevin Stephison had asked about using "AI Notes" for virtual meetings in this thread. I'm currently considering adding a meeting assistant to help with my Zoom/Teams meetings to record/transcribe/summarize my client meetings. I know @Joe Moss mentioned in the thread above that he's used Grain and Fathom. Curious, Joe... which of these 2 would you recommend and why? In the same thread @Brian Quaranta mentioned Avoma. And @Mark Wellman suggested a couple additional options. Anyone else trialed or using any of these tools and have any thoughts or opinions? Thanks very much 😀

Hi! Our team is working on capital call communications that require client‑specific emails. We’ve successfully built the merge template, but we’re running into an issue with the sending address. Ideally, these emails need to come from our team inbox rather than an individual mailbox. The Mail Merge can only send from Outlook’s default account. Does anyone have any insight?

Hi Operators! Wanted to see if there were any other PreciseFP users in this crowd. We recently adopted it and have set a new client onboarding template - gathering all their details about employment, assets, liabilities, goals, family, etc. It's quite thorough (and long!). We also set up a template for our annual update, so that existing clients can confirm their details, and also tell us about anything new/send new statements for financial planning. What else are y'all using it for? There are plenty of options in their library, just not sure where to start and what will really be practical. For example, for our practice, estate planning would be better suited in a conversation than a form. Would love to hear how you are using the tool the most!

Has anyone successfully migrated away from DocuSign? Who are you using?