Finance & Accounting

Segwik® organizes your workflows and sends clients automatic alerts, saving you time to focus on growing your practice.


A CRM THAT FITS THE WAY YOU WORK

Be 10x more productive than your competition, working smarter not harder.


How much time do you waste directing your staff about current projects and chasing clients for important documents? Imagine running your practice where staff and clients are always taking care of the things they need to without your constant intervention. Segwik® provides a workflow and alert system that keeps your practice moving, so you can focus on delivering results. Our unique customer portal gives your clients a secure place to upload documents and interact with your practice as necessary. xxxx

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