Accounting software with a Client Portal

Dealing clients with lengthy emails is a thing of the past! Accelerate business processes by inviting clients to your portal and share with them all transactions, payments details and more under a single roof.

Acquire quality client feedback

Improve business by creating a rating process that lets clients share feedback. Analyse them to work on the flaws and use the positive feedback for promoting your business.

Set the approval flow for estimates

Share quotes with clients and start a discussion to speed up estimate approvals. Say goodbye to lengthy and time-consuming email threads.

Seal the deals using e-signatures

Improve the authenticity of your approval process with e-signatures without hassle using Zoho Sign integration. Your clients can digitally sign the estimates as a sign of approval.

Simplify payment process for clients

Make the payment process easier for your clients with quick options to make partial and full payments. This way get paid faster than ever before.

Have a break from sending same details to multiple places

Let you clients directly find their copies of invoices, estimates and project details by accessing into the Client Portal. This gives yourself a break from sending the same copies to them repeatedly.

Set up a real-time monitoring

Stop checking client’s updates repeatedly. Stay notified instantly whenever a client views, approves, declines, makes payments or adds comments.

A user-friendly portal

Give your clients a user-friendly experience without having to reach out to you for easy tasks. Allow them to update their personal information, and also to share and print their transaction details.

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