I have looked at this a couple of times now and really like the the principal although I have never found the time to look into it in depth.
I am a sole practitioner and the main uses will be LoE, portal sharing and a client based trail of emails and contact.
I have subscribed today and am struggling with 'customising' the LoE templates which I hope to send to all clients refelecting the GDPR updated ACCA/CTA/AAT letter guidence. I also wanted to add headers and footers and generally make them looke like my usual LoE.
Can anyone comment on how easy this is in practice i.e. customise the LoE and issue updated letters to my current client base via the portal?