Why SSEA Segno? Some Key Features and Benefits of our Private Professional Fiduciary Practice and Case Management App
This post is to highlight some of the most exciting features and benefits of our flagship app, SSEA Segno. It is a cloud-based software that helps private professional fiduciaries manage their business operations, clients and cases. It is designed for small and mid-sized fiduciary practices, and available by monthly or yearly (at a 10% discount) per-user subscription. Please ask us if you’d like to enjoy our app free of charge for an initial trial period.
Features
Integrated, secure, readily accessible cloud-based storage for all of your prospect, client, case and business data, and related documents
Multiple clearance levels allowing for strictly limited access to the most sensitive information concerning your business, clients and cases in your system
Search engine style tool to locate and navigate to desired data and documents quickly and easily
Comprehensive private professional fiduciary case management checklists compiled from a decade in practice and multiple professional sources
Customizable, automated workflows reducing staff time spent on simple, routine tasks
Customizable, dedicated email addresses for incoming invoices for processing, documents for execution, documents for digital filing, and similar, allowing for a clearer, cleaner primary email inbox for communications
Task management, including tracking, in-house routing with relevant communications, and reminders
Centralized contact records including single-click within app links for texting, calling and/or emailing contacts
Easy access to Dropbox tools, including Dropbox Sign (a comparable alternative to Docusign), for ready document management within and between organizations
Ability to share specified folders and documents with colleagues outside practice, including financial and tax records with CPAs
Billable associate time tracking and flexible invoicing options, including multiple firm invoice workflows allowing for ease of in-house payments, third-party payments, delayed payments, separate billing and payments (e.g. ordinary/extraordinary for Estate Administration cases), both within and between cases
On screen data filtering with printable PDF capabilities for tangible and intangible assets, liabilities, documents, and more
Simplified tangible and real property inventory, management and tracking
Benefits
Conceived and designed by a private professional fiduciary and operations innovator for personal use and based on a decade of real-life experience in practice, this is not software developed by outsiders only peripherally familiar with the business
Centralized system automating and streamlining operations, improving collaboration, boosting efficiency and increasing profitability
Secure, remotely accessible, scalable platform
Exciting features on our development wish list and a commitment to incorporating user feedback into ongoing development
Mobile access, online payment integrations, client portal, secure AI tool, and other exciting features to come
Highly functioning, user-friendly tech resource allowing for less wear and tear on your human resources
An investment in your personal and professional well-being
