Account Manager - Manage Clients, Billables, and Invoices
Ceboa's Account Manager is an easy way to manage client information and expenses for billing purposes. The Account Manager is tailored for the needs of independent business professionals and gives you the ability to maintain control over your office and practice from any location with any web enabled device. The Account Manager focuses on presenting quick access to client information and enables you to easily document actions that you perform in support of your clients. Status and information fields allow you to prioritize your clients, identify next step actions, and establish reference criteria and account identifications based on your operational practice needs and preferences.