Securely email client reports and documents in bulk.
Email Module streamlines the process of sending similar documents to a group of clients or recipients. As part of the initial setup, Trumpet will work with you to match your client email address and secure password to the correct client folder in your document management system. From there, simply add the files you wish to email in the Email Module workspace, and click “Send Files.”
Learn more about how we can help your firm be more efficient and secure when sharing documents with clients.