ClientAccessWeb

By ClientAccessWeb

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Applied Innovation's flagship software solution, ClientAccessWeb, gives your agency the tools to control time and expenses. Streamline your business by automating workflow between agency and clients. Hosted in our private cloud, communicate with your clients via secure messaging, receive new account placements with customizable templates or bulk upload. Provide your clients with interactive account inquiry screens and on-demand reporting tools. Allow your clients to manage themselves.

Pricing of ClientAccessWeb

ClientAccessWeb

USD 0.00
USD 0.00

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  • Interactive Account Inquiry
  • Robust Custom Reporting
  • Receive New Placements Securely
  • Compliant Client Communications
  • Client Online Activity Reports
  • Increased Sales and Client Retention
  • Interactive Account Inquiry
  • Robust Custom Reporting
  • Receive New Placements Securely
  • Compliant Client Communications
  • Client Online Activity Reports
  • Increased Sales and Client Retention

Key Features of ClientAccessWeb

Key Features:
  • Card Spending Tracker
  • Multi-level Approval
  • Reconciliation Summary
  • Tax Claim
  • Bank Feed Sync
  • Receipt Scanner
  • Receipt Management
  • Multiple Reporting Currency
  • Spend Control
  • Reimbursement Management
  • Expense Approval
  • Third-party Integration
  • Mileage Tracking
  • Time & Expense Tracking

Key Specification

Other Categories: expense management software
Deployment: Cloud Hosted
Customer Support: Online (Ticket)
Customization: No
Languages Support: English

Who uses ClientAccessWeb

SMEs
SMEs
Enterprises
Enterprises

Company Details

Company Name: ClientAccessWeb
Headquarter: Wenatchee,
Social Media:

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More Alternative

ClientAccessWeb Video

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Frequently Asked Questions (FAQs)

The user group of ClientAccessWeb are as follows :

  • Enterprises
  • SMEs
  • SMEs

ClientAccessWeb has 1 plans,

  • ClientAccessWeb USD 0.00

ClientAccessWeb is not allowing Free Trial.

The key featuers of ClientAccessWeb are as follows :

  • Card Spending Tracker
  • Multi-level Approval
  • Reconciliation Summary
  • Tax Claim
  • Bank Feed Sync
  • Receipt Scanner
  • Receipt Management
  • Multiple Reporting Currency
  • Spend Control
  • Reimbursement Management
  • Expense Approval
  • Third-party Integration
  • Mileage Tracking
  • Time & Expense Tracking

ClientAccessWeb pricing model : Onetime(Perpetual License)

ClientAccessWeb is Online Software.

No

ClientAccessWeb offers Online (Ticket) support.

ClientAccessWeb provides Help Guides,Blogs,Video Guides for the software training.