Our Client access module allows real-time browser based client access for clients. They can log in using any web browser to view their files online. Here is a list of features for the Collections MAX Client Access Module.
- Clients can easily view up-to-the-second account information from current placements. There is even an option for them to notate the log on the account!
- Clients can drill down reports directly on screen. Then they can print or export the reports to Microsoft Word or Excel.
- Our Stats page gives clients up to date financial information about their accounts.
- Our charts page gives historic and forecasting ability to your clients so they can easily track progress on their accounts and forecast pending payments and promises.
- Clients can upload placement files to the server.
- Free installation is included.
*Please note that the client access module expires after one year from the date it is purchased and the license must be renewed to continue using the module.