You + Run and Scale

Imagine a system where all client intake, document sharing, and payment processing are centralized.

When you onboard a new client, the process is streamlined from start to finish. No more sifting through email attachments or manually entering client details.

We set up an automated process where clients can securely submit their documents, and you can track their progress without lifting a finger.

Picture the relief you’ll feel as you start your day knowing that all your clients' documents are organized, your invoices are up to date, and your payments are coming in on time.

SuiteDash Setup Accelerator

Here's what you get with our SuiteDash Setup Accelerator:

Client Portal

Clients are able to see updates regarding their Projects, securely share important documents, and communicate with you in one central location instead of always having to resort to emails, where things are easily misplaced.

  • Client Portal
  • Client Onboarding Progress Display
  • Secure Document Sharing
  • Centralized Communication
  • Forms
  • Projects and Tasks
  • Checklists

We customize SuiteDash to help you capture information about projects, clients, payments, planning and more. All in a framework that lets you stay personal with your clients.

  • Proposal template with E-Signing
  • Custom data for Clients and Projects
  • Staff & Teams Setup
  • 2 Update Forms
  • On-demand Flow
  • 1 Project template
  • Invoice Generator
  • Online Payments
  • Contract template with E-Signing
  • 2 Automation templates*

*Some Automation and customization features require SuiteDash's Pinnacle Plan.

Getting your clients entered into your SuiteDash system is key to managing their experience.

Throughout the onboarding process, our framework allows you to keep that personal touch with your clients.

  • Kickoff Forms - Fillable by Staff or Client
  • Integration with Main Website
  • Client Onboarding Flows, Email & Form Automation

We setup SuiteDash to use your branding so your clients have a consistent experience that matches your company identity.

  • WordPress Website Login Integration
  • Company Settings
  • Domain
  • Email
  • Custom Navigation
  • Platform Logo
  • Platform Colors
  • Custom CSS
  • Custom URL & Login

After hand-off, we continue to check-in with you and your team to make sure you're hitting the ground running.

  • Video-based system guide
  • Priority Support After Launch
  • Additional Support Available At Preferred Rates

Schedule a Discovery Call