Two products. One cohesive workflow.
Start where the friction is today: tighten billing operations with LedgerCare, or improve client follow-through with ClientConnect.
Products
Start with the area that matters most today—billing operations or the client portal experience. Both are designed to work together.
If you’re choosing where to start, pick the side of the workflow that’s creating the most friction today.
- You need predictable invoicing, payment tracking, and subscription access.
- You want roles, users, and locations so access matches how the business runs.
- You’re cleaning up billing ops before scaling the client experience.
- You need clients to pay, schedule, message, and share files in one place.
- You want fewer follow-ups and clearer next steps for clients.
- You’re moving sensitive communication out of email threads.
Billing operations with less chasing: invoices, payments, subscriptions, and structured access across users, roles, and locations.
- Users, roles, locations
- Invoices + subscriptions
- Payment collection
A client portal that drives action: payments, scheduling, messaging, and file sharing in one place.
- Client payments
- Scheduling + reminders
- Secure messages + files
How they work together
LedgerCare sets structure and billing rules. ClientConnect turns that into a client experience that’s easy to act on.
Set up users, roles, and locations so access matches how the business operates.
Handle invoicing, payments, and subscription access in a predictable system.
Give clients one place to pay, schedule, message, and share attachments.
Not sure where to start?
Book a demo and we’ll recommend the right starting point.