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ProClient’s user-friendly and comprehensive platform allows you to manage your business needs, including marketing, document management, client portal, billing, scheduling, and more. Our features were designed with your time and money in mind so that you can focus less on administrative tasks and more on growing your business.

Let’s take a look at some of our favorite ProClient features and what they can do for your business.

ProClient Scheduling

Planning and scheduling can take up a considerable chunk of your day, especially when trying to clean up calendar mishaps like double bookings and missed meetings.

ProClient can help you take control of your calendar and delight your clients with a user-friendly experience.


Set Reminders

By utilizing ProClient’s customizable emails and text reminders, you can inform your clients of the appointment times and details such as location or paperwork to bring along.

Manage Walk-Ins

ProClient Calendar allows you to manage your office lobby walk-ins while respecting the flow of scheduled appointments.

Calendar Integration

ProClient integrates and connects with different online tools, including Office 365 and Google Suite. This allows you to know your schedule in ProClient without the need to open ProClient.


With ProClient Calendar’s self-scheduling tool, clients can easily find a time on your calendar and make an appointment without the hassle of endless back-and-forth emails or phone calls. Your time is valuable, so quit wasting time scheduling! ProClients scheduling system is like a time maker.

Accurate Availability

ProClients offers time-zone detection and conversion, eliminating missed meetings due to time-zone differences. We also provide the ability to set daily limits and buffer times between meetings, which is critical to your mental health and overall productivity.

ProClient Documents

As a business owner, you must handle an overwhelming amount of documentation, which can be exhaustive and time-consuming. Plus, you must ensure that all these documents are secure, as your clients rely on you to protect their sensitive information.


ProClient Secure Documentation Secure Document Sharing

The ProClient Portal allows your clients to upload all confidential documents safely and securely. Share completed forms via the client portal to collect signatures and easily retrieve the documents at any time.

ProClient Document Tagging Document Tagging

The ability to tag documents adds an extra level of organization to your business, making it much easier to locate any documentation. The more documents you have to manage, the more beneficial tags are to your organization.

ProClient Document Review Document Review

The document review feature lets you review what documents your client has uploaded to ProClient through the portal, so you can quickly check them for accuracy.

ProClient Access Management Access Management

Document access controls are critical to security. In ProClient, system admins can set access levels for staff and clients, ensuring that stored files and folders are only accessible to those with the proper permissions.

Client Portal

With ProClient Portal, you can give your clients access and freedom over their information, all while maintaining your brand.

ProClient Portal unifies all client interactions with your team into a single, secure portal. You have the power to control what the clients can see and access and what they cannot, including document files and folders, schedules, tasks, document request lists, discussions, invoicing, and more.


Offer Clients Visibility to Your Tasks and Projects

A unified portal allows you and your clients to view information and stay up-to-date on what they have submitted. This portal allows clients to access questionnaires, forms, file uploads, and more. Plus, live dashboards provide automatic updates as clients and team members complete tasks, giving you full transparency of where you are in the process.

Secure Data and File Sharing

ProClient gives clients and team members the convenience and flexibility to exchange data and documents securely. Collect, review, accept or reject, and approve documents in one secure portal, to eliminate unsecured transfer channels that may be present in your local systems.

Effective Budget and Invoice Management

ProClient features native planning, budgeting, and invoicing solutions. Send professional electronic invoices and receive payment directly to your desired account. You can also set up recurring invoicing and billing. Clients can easily access their portal to see invoices and payments.

Prepare Documents Quickly and Confidently

From uploading simple files to the most complex documents, our solution is designed to save you time and improve productivity. You can work with your team on your tablet, desktop, or mobile devices- whether in the office or at home.

Invoicing & Payments

Make invoicing and payment collection painless with ProClient. Draft and send customized electronic invoices and receive payments directly to your bank accounts.

Fully Integrated Secure Payment Processing

Clients can make payments anytime, anywhere with our secure and fully integrated payment processing system. The system accepts both credit cards and ACH payments.

Create customized products and sales tax.

Recurring Billing

Setup recurring billing the way you want it. Setup monthly billing to charge for your fees.


ProClient Security allows you to collect and protect sensitive information with world-class security and encryption. Collect client information effortlessly and adhere to strict compliance protocols to secure your data.


Data Security

We partner with Amazon AWS data centers, a robust data security network, infrastructure, and solution designed to protect your identities, information, applications, and devices. This allows you to automate the manual security processes so you can focus on scaling and innovating your business. Additional encryption layers are also available to ensure you have the most secure infrastructure in the industry.

Our client’s information is data-encrypted and secured by a firewall and anti-virus technology. Our SSL setup with 256-bit encryption keeps both incoming and outgoing data private so that you can ensure your client’s sensitive data and documents are always protected.

Automated Data Storage

There is no need to back up your documents manually, as it is completed automatically and on a daily basis. This ensures your data is encrypted and stored for maximum protection. As long as you have an active account, you and your clients can easily access all the stored documents.

Credit Card Protection

All payments made via credit cards are processed by Payrix, our PCI-compliant service partner.

ProClient serves as a gateway for credit card information to ensure its sent directly to our payment providers over a secure SSL connection. We enable companies accepting payment cards or directly involved in storage, processing, and transmitting cardholder data to achieve and maintain PCI DSS compliance.