Client portal
A branded, secure portal where clients pay, upload, sign, message, and track progress — under your logo and colors.
WHAT'S INSIDE
Everything a service business runs on.
Twenty-one functionalities, organized the way your work is. Enable them à la carte — every one shares the same clients, the same data, the same login.
Client-facing
The polished front door your clients deserve.
app.easyflow360.com
Invoicing
Professional invoices with statuses, reminders, refunds, and printable views. Recurring billing generates and sends them for you.
Payments
Card and ACH via Stripe. Payment links, guest checkout without a login, and autopay with explicit client consent.
Documents
A document vault per client with folders, document types, requests, and client uploads — no more attachment archaeology.
Forms & e-signature
Build form templates, send them for completion and signature, and keep a full signing audit trail.
Messaging
Client conversations in one thread per client — attachments included, inbox chaos excluded.
Accounting
A real double-entry back office.
app.easyflow360.com
Bookkeeping
Chart of accounts, journal entries, periods, and ledgers — per client, structured for real accounting.
Bank feeds & reconciliation
Connect bank accounts for automatic transaction sync, or upload statements with AI extraction. Reconcile in a purpose-built workspace.
AI categorization
Transactions get suggested categories with confidence scores; rules learn from your corrections.
Financial reports
Trial balance, income statement, balance sheet, cash flow, AR aging — printable and current.
Vendors & 1099s
Track vendor payments and generate 1099-NEC drafts when thresholds are met.
Tax periods
Period close that keeps posted books locked and audit-safe.
Operations
The engine room for your team.
app.easyflow360.com
Tasks & templates
Assignments, priorities, subtasks, comments — plus reusable task templates you apply to any client.
Workflow automation
A visual builder that turns triggers into actions: emails, tasks, notifications — with your data merged in.
Team chat
Internal DMs and group channels next to the work, so context never lives in a separate app.
Calendar & meetings
Availability-based booking for clients, events tied to client records, ICS invites.
Production & orders
For made-to-order work: product catalog, variants, staged order boards, and client approvals.
Reports & dashboard
An adaptive overview that surfaces what needs attention first — customizable per person.
Workforce & growth
From first lead to payroll-ready timesheets.
app.easyflow360.com
CRM pipeline
Track prospects from first contact to signed client on a simple board, with timelines and conversion.
Employees
A staff directory with employment and compensation records, permission-gated.
Time clock & timesheets
Clock in/out, breaks, weekly timesheets with approval flows.
Workload
See team capacity and rebalance before deadlines become emergencies.