Through innovation, Warren Averett created a custom portal explicitly built with you in mind. Warren Averett Connect will revolutionize all future interactions between our clients and us. Finalized documents such as filed tax returns and financial statements will be housed securely within Warren Averett Connect giving you 24/7 access to documents you value the most.
A dynamic request list is uploaded into Warren Averett Connect and available for you to view. You have ultimate flexibility in how you would like to view the request list, whether it’s sorted by request name, category, or its due date. Customizable email and/or text notifications can be set up by you for any requests added
To eliminate duplicate requests or any miscommunication, progress on your request list and any submissions can be viewed in real-time. This will keep both you and your Warren Averett team member always on the same page. You have the option of getting a summary of your request list via email if you choose.
Each request can be responded to via attachment(s) and/or typed comments. After a response is submitted, the item will fall off the list of what’s still outstanding. All responses to Warren Averett Connect is secured using the highest level of encryption.
After your engagement is completed, a copy of your finalized document will be stored in Warren Averett Connect and will be available for you to access 24/7. We believe you should always have access to documents that you value most.
•Organized Requests
•Real-Time Updates
•One Stop Portal
•Finalized Documents
•Customized Notifications
