Better to Best: Why Upgrade your Free Sync Account
by Victoria Donovan on Jun 30, 2021 10:07:06 AM
Are the best things in life really free? Yes and no. Your free Sync Starter plan is pretty great and you’re certainly getting work done, but Sync Pro…now that’s the best! Sync Pro Solo and Pro Teams plans include the absolute best of everything. Are you ready to take your workflows an …
All the Reasons to Drop Dropbox and Switch to Sync
by Victoria Donovan on Jun 16, 2021 7:40:03 AM
August 2023 update: Need a fresh reason to drop Dropbox? In a recent announcement, Dropbox decided to end unlimited storage. Not to worry! You can still get unlimited storage with Sync! It’s time to drop Dropbox and switch to Sync. Whether it’s surprise price increases year after year …
5 Financial Advisor Workflow Tips to Keep Clients for Life
by Victoria Donovan on Jun 11, 2021 12:16:11 PM
Building strong client relationships is the key to success for any business. In fact, studies have shown that a 5% increase in client retention can lead to a 95% return in profits. Happy clients spend more over time, refer their friends, and are more likely to post positive reviews on …
Time to Ditch Email Attachments for a Client File Portal
by Victoria Donovan on Jun 3, 2021 6:00:01 AM
Every interaction you have with your clients leaves a lasting impression. But providing great user experiences when sharing files and collecting documents is not easy when you’re doing it over email. Luckily, there’s a better way. Sync’s secure client file portal makes collaborating w …