Integrations

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

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

For a list of available integrations, see SmartOffice Pro Help.