SmartOffice is an intelligent technology solution that helps you analyze, service and communicate with your clients in the most efficient way possible. SmartOffice, the customer relationship management (CRM) solution from Ebix, has the power necessary to serve as the backbone of your practice. The application is highly modular and can be configured to meet the needs of just about any business. [Download the Brochure]

  • Seamless Outlook Exchange Sync
  • Powerful client and activity management
  • Integrated DOL compliance tools
  • On-demand client reporting for multi-discipline practices
  • Best-in-class security