PreciseFP

If your compliance requires an archive of all client/prospect correspondence, we have you covered for your PreciseFP engagements

How to set up BCC for PreciseFP client/prospect emails

PreciseFP allows you to customize the permissions for each user role.

How to edit, add, remove, and maintain Users

PreciseFP allows you to create multiple teams under your account.

Update your profile information or enable/disable multi-factor authentication

Configure password rules, multi factor authentication rules, and form engagement authentication options for users on your subscription

You can create Secondary Contacts at the Team level and then add them to other Teams on your subscription

Articles outlining how to manage your company account settings.

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Track the progress of all tickets related to your company.

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