Create and send professional invoices and estimates with customizable templates. Add logos, colors, and signatures. Track receipts and manage billing. Set payment terms and send reminders. Export documents in various formats.
Caregivers can clock in and out using GPS geofence, document activities like ADLs, record care notes and expenses, track travel and break times, view visit schedules, navigate to client locations, respond to visit requests, obtain digital
Track by scanning receipts and logging transactions. Organize receipts into folders. Generate customizable PDF, CSV, and ZIP reports. Calculate tax deductions and mileage . Export data for tax filing and financial record-keeping.
Scan documents, receipts, contracts, and notes to create multipage PDF or JPEG files. scanned content, save, and share documents directly. Ideal for managing paperless workflows and organizing digital records.
The app provides remote access to case and client information for productivity. Users can update statuses, communicate with clients and colleagues, and manage documents from their mobile device.
Book clients, schedule appointments, track invoices, coordinate
Manage client bookings and appointment scheduling. Track invoices and payments. Log travel and mileage expenses. Organize receipts and paperwork for tax preparation. Set reminders for deadlines and client follow-ups.
Convert documents to PDF, Word, TXT, or images. Scan and edit pages with OCR text extraction. Share files directly or save to cloud storage. Organize and annotate scanned documents. Export in multiple formats for easy use.
Upload tax documents via photo or cloud storage. Connect with a credentialed tax professional for guidance. Receive in- notifications for clarification. Complete tax filings with expert assistance.
Manage and organize digital documents from multiple sources. Upload, sign, and share files securely. Pay invoices and track document status. Store documents indefinitely. Create an account to receive and manage documents from connected companies.