Security & Compatibility

Security & Backups

Your data and your “Private Client Website” are protected with multiple levels of security: “https” protected pages, username and password protection, plus 256 bit encryption technology. Our systems are backed up daily for maximum protection against lost data.


      • Being a web-based software, you can access your business and client data using the most popular browsers (Chrome, Firefox, Internet Explorer, Safari, etc.)
      • Easily export information to QuickBooks.
      • Import information from a third-party client database (Outlook, etc.).
      • Sync calendar information with Google, Outlook, iCal and your smartphone.
      • Download reports to Excel.
      • Compatible with PC and Mac.