Can you explain what ClientAccessWeb is and how it functions? ClientAccessWeb is Applied Innovation’s main software solution that enables agencies to manage time and expenses. It helps streamline business operations by automating workflow between agencies and clients. The software is hosted in a private cloud and allows secure messaging with clients, as well as the ability to receive new account placements through customizable templates or bulk upload. It also provides interactive account inquiry screens and on-demand reporting tools for clients to manage their own accounts.

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ClientAccessWeb Pricing Model

Quotation Based

ClientAccessWeb Screenshots

Features

Time & Expense Tracking, Third-party Integration

Technical Details

Author

Picture of David Bond

David Bond

Senior editor

David is a well-known advocate for the implementation of cloud-based solutions and automation tools for small businesses. He strongly believes that this technology solutions for small businesses and startups are the thing that provide true edge on the market. He writes primarily about project management and sales software.