Client Portals
6 products
Portail AGIRIS CONNECT
Agiris
·Client Portals
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Moxo
Moxo
·Client Portals
-
Client Portals
Dock
·Client Portals
-
ResidentPortal
Entrata
·Client Portals
-
Drake Portals
Drake Software
·Client Portals
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Support and Ticketing
Insightly
·Help Desk Software+1
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Client PortalsMain
A collaborative multi-service portal for your firm and clients.
Features
- Automate document exchanges between firms and clients
- Provide a secure collaborative document management system
- Facilitate real-time collaboration between accountants and clients
- Offer a customizable mobile application for client engagement
- Integrate with accounting and payroll systems
- Digitalize data exchanges to eliminate manual processes
- Provide dashboards with key performance indicators for clients
- Automate the collection of financial and accounting information
Client PortalsMain
A collaborative multi-service portal for your firm and clients.
Features
- Automate document exchanges between firms and clients
- Provide a secure collaborative document management system
- Facilitate real-time collaboration between accountants and clients
- Offer a customizable mobile application for client engagement
- Integrate with accounting and payroll systems
- Digitalize data exchanges to eliminate manual processes
- Provide dashboards with key performance indicators for clients
- Automate the collection of financial and accounting information