Ideal for: Accounting and bookkeeping firms that need secure intake, clean client onboarding, and recurring billing-ready operations.
Includes:
• High-trust landing page (services + industries served + CTA)
• CRM + Invoicing: clients, quotes, invoices, payments
• Forms: “Free Consultation”, “Upload Documents”, “Monthly Service Request”
• Professional email (up to 5 accounts)
• Reviews + one-click WhatsApp/call integration
• Basic security + monitoring (WAF / Zero-Trust options)
Plans
• Starter: Client intake + CRM + email, built for steady lead flow.
• Pro: Automations + reporting + better client management.
• Elite: Higher performance + stronger security posture + scaling structure.
Optional: Add ClassyNG Cloud + Collabora for secure document intake and collaborative workflows.