Is your firm in the market for case management software? Advocate Capital, Inc is partnering with Filevine to offer our clients a 12.5% discount on the product. Filevine is cloud-based, robust, customizable platform.
I have personally met several of the staff at Filevine and their goal from the outset is to provide a platinum customer service experience, just like Advocate Capital, Inc.
Give us a call today if you are interested in a free demo.
Do you know that we have a team of expert training professionals at Advocate Capital, Inc.? We are here to help you with any AdvoTrac® questions. The training team is also staffed with QuickBooks Pro Advisors who can assist you with recording Advocate Capital transactions in QuickBooks, both Desktop and Online! And now, we can show you how to run reports out of Filevine and maximize your experience with us through the application.
Contact us at TrainingTeam@AdvocateCapital.com or 615-577-1000 for any of your training needs!
Note: Advocate Capital, Inc. does not provide tax, legal or accounting advice. Our training on QuickBooks and other topics are presented for informational purposes only, and are not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should always consult your own tax, legal and accounting advisors.
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