AdvicePay Financial Advisor Community Blog

Sometimes it is the little things that make a big difference -- like expanding our "Mark as Paid Feature." However, there's no doubt that the big things also make a big difference. In addition to bug fixes and product updates, we also released a pretty...

Last month, we spent a lot of time making updates to our eSignature functionality. You will also be excited to learn that we pushed a bunch of bug fixes and other product updates live.

Check out our release notes below to get the scoop on everything new...

From eSignature updates to digital wallet payments, our team has been working full steam ahead to deliver some amazing updates to AdvicePay.

Check out our release notes below to get an overview of everything new and a sneak peek at what is just around...

April showered AdvicePay with bug fixes, eSignature upgrades, and an exciting new enterprise feature -- Offices. Check out our release notes below to get all the details. 

Before we jump in to cover everything new in AdvicePay, we want to be sure to take a moment to acknowledge the COVID-19 situation. The AdvicePay team is able to work remotely during this time, which allows us to prioritize our health and safety while...

We started our spring cleaning early this year! This past month we focused our efforts on squashing bugs and adding some often requested features to our eSignature integration.

In celebration of the new year, we checked off some resolutions that are sure to increase your efficiency -- like adding custom disclosure language to emails. Check out our release notes below to get an overview of everything that is new in AdvicePay.

One thing we are big believers in here at AdvicePay is efficiency. When automation of billing-related tasks isn’t possible, we still want processes to be accomplished quickly and simply -- without any unnecessary steps or undo hassle on your part!With...

We’re already a full week into January and what better way is there to kick off the new year then reflect on everything that happened this past month? In December, we knocked out one of your most requested features -- increased firm logo size on invoices...

This November, we had a lot to be thankful for, but we are most thankful for the release of an exciting project: our integration with Redtail CRM! We also made some shiny new upgrades to our business dashboard and worked on a few other tweaks to our...