I. Love. This. No really, I love it. Every one of our clients and prospects asks us about the best document management approach to PractiFI. We have some great answers, say with our native features (based on Salesforce Chatter) and a great integration with Google Drive. But I have a real soft spot for our new integration with Dropbox.

The PractiFI Dropbox integration is a cinch to set up and a beautiful thing for teams to use every day. It keeps your client documents seamlessly in sync between your CRM and practice management in PractiFI and your document storage in Dropbox. Have a look and feel the magic.

At PractiFI, we endeavour to do whatever it takes to keep simple stuff simple and fast stuff fast. And nowhere is this more true than with search.

If you're a busy financial adviser and you want to quickly get to a client record, it should be nearly instantaneous. If you're a practice owner and you want to take a quick looks at a team member's performance, finding their record shouldn't require you to read a training manual. If you're a receptionist on the phone to a caller called Genevieve, quickly typing "Genev" should display all the Genevieves the practice knows, without you needing to call her back later.

PractiFI's searchbox is front and centre (actually that's not true; it's slightly over towards the right) atop every page. First click brings up your recently viewed items in a jiffy. Typing a few characters returns matching clients, people, service providers, team members and company divisions in no time at all.

We've made search simple and fast. If you know how we can make it simpler and faster, drop us a line!

We often hear a common question from owners of advice practices: "How can I run my business completely in the cloud?". Most of these folks have already discovered Google Apps and use it for their company's email, calendar, documents and more. So we're on a mission to make the experience of using Google Apps and PractiFI together as seamless as possible.

PractiFI's Single Sign On Google Gadget establishes PractiFI as an elegant extension to Google Apps for your practice. Your users only need to know their Google password and that's it. The first time a user clicks through from Google to PractiFI, they're informed of the permission being granted and are logged in as soon as they accept. Subsequent logins to PractiFI are a single click from Google Apps. It's easy to set up, secure and you're in complete control at all times, with the ability to revoke access instantly. It's a pretty awesome feature and as you can probably tell, we like it a lot.

Simple, eh?