Skylane
Level 11
Level 11

I’ve been using IL for about 5 years… each year more clients opt to use it. Not perfect but very functional.

from the client side it seems reasonably user friendly but a handful of clients have trouble figuring it out… clients can upload (and label) individual documents, statements, etc. 

It took a while to fit it into my workflow but I’m pretty happy with it. (So far it hasn’t broke)

 

 

 

If at first you don’t succeed…..find a workaround