Review on Realm by Helpmate by Stephen Johnson

The software has helped us streamline our workflow from start to finish for managing payroll and benefits. It's also allowed our team members to communicate more effectively with clients at different stages of their life (including pre-planning conversations). Nothing so far - it's been great! We are excited about how this will help move forward as we continue to grow. Our goal was to have an efficient system that could be used across multiple offices/ locations without too much overhead or maintenance effort required.