Add client details and track appointments
Manage client data by adding contact details, addresses, phone numbers, and email addresses. Track session history and appointment notes. Create and store customized waivers for clients to sign.
Showing 441–460 of 1,000 ranked alternatives.
Tareq Salah
Manage client requests and track expenses
Manage client communications and accounting tasks through a centralized . Track invoices, expenses, and deadlines. Schedule appointments and send reminders. Collaborate on documents and share updates in real time.
JVL Associates, LLC
Access client portal and manage accounts
Access client portal for account information, transaction history, and performance reports. View portfolio details, send secure messages, and schedule meetings with advisors. Download documents and set up alerts for account changes.
Stellar Development Foundation
Navigate conference schedules and sessions
Build your conference agenda and access the venue map. Network with peers, receive session alerts, and stay updated on event changes. View social event details and navigate the conference efficiently.
ON-LINE TAXES INC.
Manage appointments and track client returns
Preparers can check return transmission status including queued, transmitted, accepted, and rejected (with reason) using date filters. View appointment summaries and manage client return status within the .
Campana Systems Inc.
Manage client data on smartphone
The app provides a solution for completing client visits and entering data at the point-of-care on a smartphone. It allows users to manage appointment, client, and program information, improving documentation and reporting in the field.
Vista Entertainment Solutions Limited
Automated ticket validation and signage control.
The app offers automated ticket validation and signage control. It provides ushers with booking, seating, and membership information to enhance customer experience.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.