FIN Lancer is our business management desktop portal for firms to prepare client files, project files, and network with other firms and third-party vendors.
Client Center
Create client folders for disclosures, share documents, or assign to staff.
Project Center
Create project folders for disclosures, share documents, or assign to staff.
Document Center
Additional storage for projects
Compliance App
(Compliance manager for staff, teams, consultants)
Integrated with a disclosure center to transfer items to a Disclosure App