Access accounts, view reports, and secure messages
View account balances and performance data in real time. Access client reports and securely store documents in a two-way client vault. Retrieve and send secure messages with the client.
The app offers patient and client tracking with automated invoicing. It supports various rate types and generates monthly reports and yearly totals for invoiced and received amounts.
Accept cash, checks, or credit cards for payments. Print or email receipts securely. Track sales and manage inventory with reports. Access a website and use desktop POS with barcode scanning capabilities.
The app allows users to manage cash, credit cards, and bank accounts. It offers features for asset management, category budgeting, and visual reports through graphs and charts.
