The Accounting Industry requires more than just a CRM. Accountants, CPAs, Tax Preparers and Bookkeepers require an All-In-One platform with the latest cloud technology and highest security to ensure their information and that of their Clients is safe and secure. Add to this a TOTAL White Labeled experience including secure client portals to promote your brand and professionalism. There are many features to help you with all aspects of your workflow including Automations, Email Marketing, Onboarding Prospects, Project Management and Client Nurturing and Offboarding.
White Label Portal + Mobile App
Far beyond a ‘cookie cutter’ branded experience. Your Clients will login to your Portal via your URL & a fully customizable experience, every email notification they receive will be perfectly branded, and they can even install YOUR branded mobile app on their tablets & phones.
Traditionally business owners had two options, pick a CRM and multiple software and hope for the best or take the expensive route and pay a programmer to create a system for you. Now you have a third option, SuiteDash which you can tailor to suit your own needs. Remove our branding and replace it with yours, hide what you don’t want to use and add bespoke Portal Pages for your Staff, Prospects and Clients. SuiteDash forms can be embedded onto your website and external URL’s can be embedded into your Portal Pages to create the ultimate User experience
Want to take it even further? Use the Translations tool to change any word or phrase in your Portal to better suit your niche terminology and branding.
Powerful Appointment Scheduling including Zoom & Google Meet integration
Collect data with easily understood Tax Onboarding and Questionnaires with built in Conditional Logic
Create beautiful Proposal Templates for each type of Accounting relationship
Invoices and Subscriptions with linked Payment Gateways for online payments
Set up Project Generators to automate Task creation and assignment to your Staff and your Clients
Automate the creation of Personal Client Folders and Shared Folders
Use No-Code Automations to put your workflows on Autopilot!
Configure Drip Sequence Emails to nurture Contacts and keep Clients aware of tax deadlines
I really like how it is an all-in-one platform that can handle many of the tasks that you would normally need separate tools to do the same job. The CRM is really handy for managing my contacts all in one place as well as being able to manage the contacts projects and tasks all in the same dashboard.
HIPAA and GDPR Compliant SuiteDash maintains ongoing compliance with the U.S. Health Insurance Portability and Accountability Act (HIPAA) and GDPR, so it can process, maintain and store protected information for any entities restricted by these regulations.
By default, the platform is set in Privacy Mode which means that the actual content of messages is not included in email notifications sent outside the platform. Your clients will log into their secure Portal in order to read and sign documents and view messages and information ensuring compliance with HIPAA and other Privacy Frameworks.
You can even send self-assessments and be confident it is safe and secure. Staff Roles are also provided with different access levels so you can ensure only authorized staff members are able to see sensitive information.
It creates a great customer interface — through multiple channels — email, customer portal, and messaging. I really like that you can brand your own customer portal fairly easily. Within a day of set up, I had a portal, on my own domain. In the same day, I set up their progressive web app for mobile as well.