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Client Collaboration Software

Client Support Portal that is fully compatible with Practice Management Software for CA, CS, CMA, CPA & Lawyers

Client Interaction Software - A Revolutionary System For Easy Collaboration & Transparency With Clients

An advantageous feature wherein every client is alloted a personal login ID for status updates, file sharing, consulting important issues, online bill payment etc.

Online Client Portal For Easy Collaboration

The Client Collaboration Software enables connecting and collaborating with your clients through the online client portal. This 24*7 client portal allots every client a personal login ID for status updates, file sharing, consulting important issues, online payment, etc.

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Online Client Portal For Easy Collaboration
Online Client Portal For Easy Collaboration
Online Client Portal For Easy Collaboration

A Portal Your Clients Can Access

This online client portal allows your clients to access their documents, files, projects, billing details, etc, i.e., it helps clients help themselves. The Client Support Portal offers your clients on-demand access to information about the services you do for them.

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A Portal Your Clients Can Access
A Portal Your Clients Can Access
A Portal Your Clients Can Access

Track Projects In Real-Time

This online portal allows your clients to log in securely and see the actual status of their projects. This provides your clients with the transparency of work and they also come to know about your efforts in carrying out their work.

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Online Client Portal For Easy Collaboration
Online Client Portal For Easy Collaboration
Online Client Portal For Easy Collaboration

Make Issue Requests

This Client Interaction Software gives clients a 24*7 self-serve access portal for discussing their issues or service requests. They are also able to track issues and projects that are already in progress, including selected project tasks, emails, and documents. This facilitates easy collaboration and increases transparency with your clients.

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A Portal Your Clients Can Access
A Portal Your Clients Can Access
A Portal Your Clients Can Access

Fine-Grained Permissions

This Client Portal allows you to customize exactly what’s available for your clients to see in the portal. You can set the portal permissions in your way as you have full access to what your clients can access.

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Fine-Grained Permissions
Fine-Grained Permissions
Fine-Grained Permissions

Billing History Of Online Payment

The Client Support Portal provides you and your clients a record of their service billings and payments making it easy to keep track of the billing history.

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Billing History Of Online Payment
Billing History Of Online Payment
Billing History Of Online Payment
Collaborate Creatively With Clients Through Easycloudbooks

Collaborate Creatively With Clients Through Easycloudbooks

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WHY EASYCLOUDBOOKS?

Easycloudbooks Offers All Features with Unlimited User/Projects to Manage.

WHY EASYCLOUDBOOKS?

Quick Setup

Our simple, easy-to-use web application allows you to get setup within 30 minutes.

Pay For What You Use

Pay for what you have actually used instead of fixed yearly and monthly charges.

Quick Customer Support

You’ll always be able to get a real person via phone, email or live chat.

Access. Anywhere. Anytime.

Easycloudbooks is hosted in the cloud, so you can access it from any device that is connected to the Internet.