Integrations - Introduction

Overview

SmartOffice Pro works with many third-party applications and data services to help make users' daily workflows more seamless and efficient. With integrations, SmartOffice Pro can exchange data with other appli­cations to accomplish tasks more quickly. Here are a few examples of things users can do with integrations:

• Transfer data about a client from SmartOffice Pro to a supported form-filling application.
• Transfer data about a client from SmartOffice Pro to a supported financial planning application to create a financial plan.
• Transfer data about a client from SmartOffice Pro to a supported insurance illustration/quoting program to create a proposal.
• Open and sign in to a supported application automatically from SmartOf­fice Pro, without having to enter separate sign-in information.

List of Applications and Services

This list of applications and data services is arranged in alphabetical order. Click the name of an application or service for more help.