We’re re-inventing the accounting experience
Here’s just a sample of what you have to look forward to when using cliQue!
Our streamlined onboarding process will eliminate one of the biggest pain points in the accounting industry. Say goodbye to inconsistent steps and drawn out processes with cliQue’s slick, step-by-step onboarding design.
Collecting client information doesn’t have to be a confusing and cumbersome task. Our shareable checklists will eliminate any confusion, and make collecting client information a breeze.
Our revolutionary Wealth Sense is going to totally transform the way your clients look at their wealth. Our wealth scoring system will help you maximize your clients’ wealth, and in turn maximize your client satisfaction.
Interactive Client Interface
The interactive client experience we’ve created is like nothing you’ve ever seen before. From their computer, tablet, or mobile device, clients will be able to display job progress, monitor KPIs, connect with team members, manage their wealth score, and so much more.
We’re going live soon!
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