A secure finance client database system.
Our single solution pricing plan keeps financing for financiers how it should be – simple.
Features Include:
- Employee time log
- Client database
- Customizable form templates
- Secure client file share
- eCabinet
- Instant messaging
- Project management
- Payroll automation
- Google Optical Character Recognition(OCR) technology
- In-depth project reporting
- Calendar reminders
- Quickbooks Online® integration
- Google Drive®, Dropbox®, OneDrive® cloud storage
- Email Integration