IntakeQ / PracticeQ Digital Solutions
At Eaton Efficiency and Education, we understand the unique challenges that solopreneurs and small practices face. That’s why we’ve created a comprehensive suite of digital solutions designed to streamline your practice, save you time, and enhance your client experience.
Explore our collection of customizable notes, forms, resources, widgets, and more to find the perfect tools for your practice.
638. Client Directory with Tags (Up to 100 Clients)
PreviewPull your entire IntakeQ client list (up to 10 clients) with one click, and then sort by recently updated, first name, or last name. Access clickable email links, phone links, and a “email all clients” button that will add all your contacts to one email in your default mail application. This note will save you tons of time (and maybe some sanity) when communicating with your clients.