Best Sccs Client Support Apps

Review and approve documentsScan and upload documentsSecure chat with accounting professional

Securely connect with your accounting professional to manage documents, communicate, and complete tasks. Review, upload, and sign documents, chat securely, and pay invoices all within a user-friendly interface.

by Soft Computer Consultants, Inc

by Service Technologies Inc

(0)

Service Hub CRM - Client

View job detailsCheck order statusService availability by zip code

This read-only application allows clients to view job details, including open, scheduled, and closed orders. Users can also check service availability by zip code and track technicians online.

(2)

S-Filer/Sanctum Mobile Client

Client Portal for Updates

Instant two-way messagingReal-time case updatesFull mobile access to case information

This app provides a secure and convenient way to communicate with your legal team. Receive real-time case updates, send instant messages, and access all your legal documents directly from your iOS device.

This app enables support agents to see your device's camera feed or screen for remote assistance. It offers features like HD audio, screen sharing, and live annotations to facilitate problem-solving. Interactions are initiated via SMS or a webpage invitation.

Live camera feed sharingScreen sharing and co-browsingRemote pointer

clienteling, messaging, crm

Centralized client managementUnified SMS and email messagingCustomer data tracking (follow-ups, history, preferences)

This app helps retail sales associates manage customer relationships and communication. It centralizes customer information, tracks follow-ups, and provides a unified messaging system, replacing traditional physical client books. Store management gains insights through a reporting dashboard.

e Sign: Fill Out Documents Now

(1.2K)

subscription

by MatchTrade Technologies LLC

Manage accountsChange passwordView user statistics

Access and manage your information and profile settings from anywhere in the world. This mobile application allows you to perform all the same functions as the desktop version, including account management and profile modifications.

Client Collaboration App

This app allows employees and end users to receive comprehensive support for their iOS devices. Support representatives can securely chat, co-browse websites and apps, view screenshots, and push updates to help resolve issues efficiently.

Secure real-time chatCo-browse websites and appsView device screenshots

Streamline client interactions and document management for accounting firms. This app centralizes client information, moves communications out of email, and enables clients to access their files independently.

Client information gatheringDocument collectionEmail-free client interactions

(10)

Accounting Client Portal

Talk to your accountant

Effortless communication with accountantSecure file and receipt sharingQuick access to financial statements

This app facilitates seamless communication and document sharing between clients and their accountants. It allows users to securely upload files, ask questions, and access financial statements for informed decision-making.

Accounting firm client portal

Secure file sharingClient-advisor communicationTask management

Securely share files, exchange information, and communicate with your accounting firm. Manage tasks and stay connected with your advisors from your mobile device. Track project progress and reduce back-and-forth communication.

📊 Productivity

(3)

Sign Documents & Doc Scanner

Fill Document, Convert To PDF

Legally-binding electronic signaturesAdvanced PDF editingHigh-quality document scanning

Streamline document management with powerful PDF tools and electronic signature capabilities. Sign contracts, edit PDFs, scan documents, and secure sensitive information on the go. Transform your workflow and eliminate paper-based processes.

free with in-app purchases

(7)

Qount Client Portal

by QountHQ Inc.

Secure MessagingInformation RequestsMobile Notifications

This app facilitates secure communication and real-time updates between accounting firms and their clients. It allows for direct messaging, information requests, and mobile notifications to streamline collaboration and provide insights into ongoing work.

📊 Productivity

(10)

Clients: Your Client Book, CRM

Manage Your Customer Database

Client data storageContact importReminders and notes

Effortlessly store and manage your client data with this simple and beautiful application. Organize customer interactions, make notes, import contacts, and set reminders. Communicate with clients via email, SMS, or direct calls, all from one place.