in Practice Management

In lieu of a live demo appearance at Finovate Spring in San Francisco this year, we had an opportunity to run a virtual demo of the newly updated IncomeConductor system.

Watch below as Sheryl and Tom take Finovate host Greg Palmer through a 10 minute tour of IncomeConductor, starting in the dynamic new visual plan editor, data integration and account linking, and finally the tracking and reporting dashboard.

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