Unified client information
360-degree visibility of your customer information, documents, and history accessible to everyone on your team so anyone can easily look back at past work and conversations and pick up where things left off.
Clients, services, scheduling &
communication in one place.
Anywhere, Anytime.
Connected with Reckon 360.
360-degree visibility of your customer information, documents, and history accessible to everyone on your team so anyone can easily look back at past work and conversations and pick up where things left off.
Know where every job stands, who is working on what, what is being done for your clients. No blind spots. Nothing falls through the cracks.
Seamless connection with your email for triggering behavior-based emails that encourage your clients to take the next step in their lifecycle.
Maintain customer documents in within your customers’ profile including personal documents, authorizations, incorporation records, tax declarations, and many more.
Turning repetitive manual tasks into automatic work your software does for you should offer huge time savings for your team. Create an efficient way to prompt your team and your clients to take important actions at exactly the right time to keep work moving smoothly.
Improve the way you currently manage your billing and invoicing. Create and design customized invoice templates and choose exactly which details you want your clients to view such as services, expenses.
Access and send files from anywhere with OneDrive.
Enables Microsoft Teams communication channel to improve your teamwork.
Customer Xperts is a Canadian IT consulting company with more than 20 years of experience. We help businesses increase productivity and reduce operational costs.