Essentials
If you just need a great client management system
$40
- Note taking
- Access controls
- Document management
- Client relationships
- Client invite
- Client tags
- Key workers
- Client search
- Booking and rostering
Group notesACC billingReporting
Essentials +
If you also work with groups of people or bill ACC
$50
- Note taking
- Access controls
- Document management
- Client relationships
- Client invite
- Client tags
- Key workers
- Client search
- Booking and rostering
- Group notes
- ACC billing
Reporting
Premium
If you also want to be able to run reports on your clients
$60
- Note taking
- Access controls
- Document management
- Client relationships
- Client invite
- Client tags
- Key workers
- Client search
- Booking and rostering
- Group notes
- ACC billing
- Reporting
All prices are in NZD and are GST exclusive
Additional services including setup, content creation, on-site training, data migration, integration and data warehousing are available on request.