Simple Pricing for Small Business
Give your clients a professional portal to view their invoices and information.
No complicated setup. No tech headaches. Just simple tools that work.
- Up to 100 clients — Easily keep track of all your customers in one place.
- Secure client portal — Give your clients a simple, private place to see their information anytime.
- QuickBooks sync & integration — Save time by keeping your records up-to-date automatically.
- Easy setup & account management — No tech headaches — get up and running fast.
- Email support — Get help when you need it from our friendly team.
- Credit card payments — Accept secure online payments from clients directly through their portal.
- ACH bank transfers — Offer lower-cost payment option that saves your clients money on fees.
- Fee forwarding — Pass processing fees to clients instead of paying them yourself — save hundreds per month!
- Unlimited clients & team members — Grow without worrying about limits.
- Custom branded portal — Add your logo and colors so it feels like your system.
- Team management — Invite team members and manage permissions across your organization.
- Priority support — Skip the line and get answers faster from our support team.
- Custom Dashboards — Purpose-built views for your business workflows
- Custom Reports & API Monitoring — Track metrics and integrations that matter most
- Dedicated Design Session — Meet with our designers to tailor the portal to your needs
- Priority Support & SLA — Faster response times, uptime commitments, escalation paths
- Onboarding & Training — Guided setup and training sessions for your staff
- Advanced Security & Compliance — SSO/SAML, audit logs, custom data retention
- Flexible Data Integrations — Custom syncs beyond QuickBooks (ERP, CRMs, industry platforms)
- Dedicated Account Manager — Single point of contact for ongoing success
- Secure File Exchange — Encrypted storage, role-based permissions, audit trails
- Custom QBO Import Tools — Tailor-built imports aligned with your workflows
Frequently Asked Questions
Do I need technical skills to set this up?
Not at all! We designed ClientSynq for business owners, not tech experts. If you can use QuickBooks, you can use ClientSynq.
How does the QuickBooks sync work?
We securely connect to your existing QuickBooks Online account and automatically keep your client information and invoices in sync.
Is my client data secure?
Absolutely. We use bank-level security and your clients can only see their own information. No one else's data is ever visible.
Can I cancel anytime?
Yes! Cancel anytime with no fees or penalties. Your data stays safe and you can always reactivate later.
How do online payments work?
Clients can pay invoices directly through their secure portal using credit cards (Pro only) or bank transfers/ACH (Pro only). Pro users can also forward processing fees to clients.
What's fee forwarding and how much can I save?
Fee forwarding (Pro only) passes credit card processing fees to clients instead of you paying them. Save $200+ monthly on a typical $10k revenue - often more than the Pro plan costs!
When should I consider Enterprise?
Enterprise is perfect for organizations with 25+ team members, compliance requirements (SOC 2), complex integrations, or those needing dedicated support. Contact us to discuss your specific needs and get custom pricing.
Ready to give your clients a professional experience?
Setup takes under 5 minutes