Two feature updates today:

Your strategy deserves more than a document—it deserves a place where it comes to life. We’re excited to introduce the new Plan module in Propel,

📧 Health & Value Assessment Email Reminders Automatically remind business owners to complete their Health & Value Assessment.🎥 Video Tutorial (1 minute) 👤 Inviting Business

A new feature release dropped this morning with some exciting new upgrades. Release: All Users Firms:

Check out the new features that were released today: Goals And Scorecards QuickBooks Integration Other Features