End the suffering of managing your invoices, receipts, payments and claims with documents and spreadsheets!
Documents and spreadsheets are OK at the start...but after a while, as you get busier and busier and things start to slip, it quickly becomes difficult if not impossible to catch up and stay on top. We can help with all that, and some.
See what we can offer you below...and express your interest so we can get in touch and talk about how we can help you.
Income/Expenses
Write and email your invoices. Track invoice deliveries, opens and bounces. Setup recurring invoices. Record payments and send statements. Track receipts and vehicle kilometres.
Manage Clients
Record client details, keep a log of running notes, conditions and medications with their dosages.
Client Portal
Update clients through their own portal with access to your events calendar, and for self-managed clients, a tracker for all their NDIS claims.
Comply
Record your policies with pre-set forms worthy of the largest organisations. Invite your workers to log in and acknowledge them. Choose which ones you want to share with your clients through the client portal.
Manage fully and on the go
Wide range of features giving you control over your day to day operations. Invoice and manage on the go or in the office. Choose a plan with just the features you need.
Enterprise-grade security.
All information is stored in Australia on a highly secure server, with enterprise-level security and encryption. All personally identifiable information is protected with 'at-rest' encryption, meaning it's stored in the database fully encrypted. Regular, encrypted backups are also taken, giving you re-assurance your data is never at risk of major loss.
Worker and Client access
Permission-level access giving you control over what your workers can action and view. Invite workers and clients to events through shared calendar, and clients to their own portal so you can maintain engagement with them and ease their NDIS claim management burden.
