No Extra Credentials
No need to remember extra logins and passwords; simply accept the prompt and receive help right away.
Screen Share Integration
Support that sees exactly what you see
Learning new software systems and troubleshooting hardware issues can be frustrating. We've learned that the best way to service our clients is through a screen share so we can see precisely where the problem exists and provide a solution as quickly as possible.
Access In Seconds
Just accept the request and our software will immediately start the screen share within a couple of seconds.
Live session
Screen share started
Included with every CRM account
Audio in the same session
No third-party install
Built Into the CRM
Receive assistance rapidly with Screen Share
Audio Included
Communication is key when it comes to diagnosing and troubleshooting issues.
All CRM Accounts
Screen share capabilities are included with all of the CRM accounts in Nationwide Tax Advisor Software.
Access In Seconds
Just accept the request and our software will immediately start the screen share within a couple of seconds.
No Extra Credentials
No need to remember extra logins and passwords; simply accept the prompt and receive help right away.
Support Is Just a Click Away
Eliminate the learning curve to mastering the CRM
Once you accept the screen share request, you'll receive top-tier support for all of your inquiries moving forward. There's no need for complex codes or additional authentication methods—the CRM serves as the authentication itself, streamlining the screen-sharing process for your team.
Say goodbye to technical issues
Let no feature go unused in the CRM! Navigating the CRM to get to the correct module can be a bit confusing the first couple of attempts. We'll stand alongside you virtually through our integrated Screen Share function.
Eliminate installing 3rd party software
Now with screen sharing integrated into the CRM, you and your colleagues no longer have to install and configure a screen share application just to receive assistance. We've eliminated one of the most frustrating hurdles to receiving technical support.
Help setting up your CRM
Look no further than our support team to assist you every step along the way. Knowing all of the locations to fill out fields, import client lists, and save documents can be cumbersome. Screen share capabilities remove the technical hurdles so you can get back to managing your office.
Need a consultation?
Our customer representatives will assist you to understand what we offer for your business goals.