TECH TALK: Relay

Are you wondering what this Relay is that everyone is talking about?  It is a completely unique digital banking platform.  Join our session to learn more and get your questions answered.

Olivia Cummings, from Relay will be showing you a demo of the product and how it will benefit you and your clients.  Along with all the new features including an accountant directory.

Relay is a digital banking platform that makes bookkeeping easier for both your firm and your clients. Relay is transforming the way bookkeepers work with clients by offering collaborative access to banking, no-fee checking accounts, and personalized support — no matter the size of business. Relay increases cash flow visibility while reducing the admin burden associated with traditional banking. With Relay, advisors can access client banking from their own secure login, switch between different clients from their firm’s portal, and reconcile accounts faster with direct, reliable bank feeds into Xero and QuickBooks Online. With accounts payable functionality built into banking, Relay also provides a simple, affordable way to offer AP as a client service. All Relay checking accounts are FDIC insured up to $250,000 and protected by Mastercard Zero Liability Policy.

Join us 6/25/24 at 2PM EST to learn more.  If you aren't able to join us live but still want the recording, register and it will be sent after the event.

Hope to see you there.