Integrate ContactEase with any time & billing system!

One-way data flow means information moves from your financial system to ContactEase and never the other way around! There's no need to worry that important financial or client data is deleted or overwritten.

Use your firm's financial system to enhance existing contact information and create a robust client profile to ensuring you always have the most up-to-date information.

Benefits: 

  • Know when new clients are added
  • Easy access to financial data
  • Understand the relationships that exist
  • Identify referral sources
  • Industry and practice codes for targeted marketing
  • Streamline data entry processes

Join Us!