Level 11
04-30-2023
11:21 AM
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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