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.

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What's good about this:
  • Fast and easy to use.
  • Enables you to control your office from any location.
  • Gain quick access to client information and status.
  • Quick entry of billable expenses and associated costs.
  • Frees you from a specific PC, network, or location.
Things you can do:
  • Create invoices for services rendered including, ad hoc, mileage, transportation, and travel expenses.
  • Identify next step actions in the client service and date due.
  • Document client actions and services.
  • Document reference information and issues.
  • Store client specific files, images, video, and audio.