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Create intelligent proposals that automate your practice and build client relationships. On-board clients, deploy workflows, manage recurring invoices & payments. Accept bank transfers and credit card payments with Practice Ignition completely removing the admin associated with payments. Full lifecycle lead management. See and track the proposal state, email opens, total value and acceptance details at a glance. Nurture your client relationships & consolidate communication.
Karbon brings all communication between staff and clients, as well as accounting details from QBO together and transforms email into simple, actionable tasks so you know exactly where things stand and can easily see and set priorities for your team.Easily prioritise and delegate tasks for anyone on your team. Effortlessly handoff work between staff, and quickly get new staff up to speed. Set standard tasks for onboarding new clients that everyone in your practice can follow and make sure nobody is dropping the ball.
Fathom is a financial analysis and management reporting tool which helps you to assess business performance, monitor trends and identify improvement opportunities. Creating insightful analytics, reports and dashboards has never been easier! Fathom provides a suite of in-depth analysis tools and metrics which help you see exactly how well your business is performing. These tools and metrics help to assess profitability, cash flow, growth and other key performance indicators (KPIs).
Top apps for your clients