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Client Management Software for Accounting Firms

Manage Real-Time Client Activities On Your Fingertip

Manage all client activities from your mobile. Create client groups & client wise login credentials to add or remove client’s information. Search clients using variety of filters & generate group-wise reports, invoices, and receipts.

Why Client Management Module
Is Important?

Client Management Module is a key module of an Accounting Practice Management Software. It centralizes and manages all the information about your clients, making it easy to track their progress with you from start to finish. It can also be termed as your firm’s greatest assets and helps you maintain actual relationships with your clients. It helps you logically organizes and stores all client interactions in a single, customizable location enabling you to record, access, and monitor every detail of client activity in your office.

Easy to Access

Manage real-time client activities at your fingertips

Client Groups

Manage clients that are related by ownership or financial structure

Login Credentials

Group-wise client login management system

Client Database

Maintain client documents with client database management

Highlights of Client Management Tool

Powerful Client Management Module to Simplify & Scale Client Relationships

Group List

Add clients to group with certain key demographics to filter

Client Master

Add new clients with their basic details

Client Details

See detailed database of each client or group of clients

Client Task

Cancel or complete particular client’s and notify them as well as admin

Visitor Master

Add detailed discussion of client’s visit at your office

Visitor list

See details of visitors using appropriate filters

Client Testimonials