Client Support. Client Access Only. Meeting Notes. Calendar. More.
Client Support Data Organized In One Place
No more binders, folders, scrap pieces of paper or lost Word documents. Easily access your client files, including forms, appointments, invoices, notes and documents in one convenient place.
Client Support Security & Backups
Your client support data protected with multiple levels of security: “https” protected pages, username and password protection, plus 256 bit encryption technology. Our systems are backed up daily for maximum protection against lost data.
Being a web-based software, you can access your business and client data using the most popular browsers (Chrome, Firefox, Internet Explorer, Safari, etc.)
Sync client support calendar information with Google, Outlook, iCal and your smartphone.
Download reports to Excel.
Compatible with PC and Mac.