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What is Vireo?

Our solution is specifically crafted to enhance the functionality of your security or investigation business by allowing the creation and branding of custom mobile applications for iPhone, Android, and Windows, which can be easily launched in various app stores. By utilizing your own mobile apps, you can differentiate yourself from competitors and create a memorable impact on your clients. The platform is designed with specialized portals for management, employees, and clients, which facilitates effortless administration of your business operations, contracts, and workforce, complete with customized login sections tailored for each user category. Emphasizing GDPR compliance and robust data protection, Vireo not only meets but surpasses standard regulations, handling everything from data subject access requests to the automatic deletion of data. You can manage your enterprise from any location worldwide, and the user interface can be personalized with just a single click. Our commitment to data security is reflected in the implementation of strong encryption and two-factor authentication to safeguard your information. Furthermore, the system features a secure messaging option, integrates seamlessly with the SIA for immediate license verification, and processes client payments through PayPal and World Pay, providing a well-rounded solution tailored to your operational requirements. By selecting our platform, you not only invest in essential tools but also gain a strategic edge that positions your company for success in the increasingly competitive marketplace. This holistic approach ensures that your firm is equipped to adapt and thrive in a rapidly evolving industry.

What is ClientTable?

Effortlessly collect and share client documents and information while improving your operational efficiency. Create your virtual office presence with a sleek and intuitive client portal that allows clients to access their files 24/7. This portal is easily accessible from any device, at any location, and at any time. Boost your brand's identity by integrating your logo and a customized subdomain that will be displayed on the login screen, throughout the portal, and in all email correspondence. Unlike many client portals that limit you to their constrained file systems, ClientTable uniquely offers complete integration with your personal cloud storage. You can access documents via your storage’s web interface, desktop application, and mobile app. Furthermore, files uploaded from your desktop can be quickly shared with clients through the portal, enabling you to share any folder or file, including sub-folders and individual items. With ClientTable, not only is managing client interactions more streamlined, but it also enhances the overall user experience, making it an invaluable tool for professionals. This innovative approach ensures that your workflow remains uninterrupted and highly efficient.

Media

Media

Integrations Supported

Amazon
Dropbox
Equifax Compliance Center
Google Drive
Microsoft OneDrive
PayPal
Stripe
TextAnywhere
Worldpay

Integrations Supported

Amazon
Dropbox
Equifax Compliance Center
Google Drive
Microsoft OneDrive
PayPal
Stripe
TextAnywhere
Worldpay

API Availability

Has API

API Availability

Has API

Pricing Information

$5,584 one -time payment
Free Trial Offered?
Free Version

Pricing Information

$14 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Vireo

Date Founded

2017

Company Location

United States

Company Website

www.vireosoftware.com

Company Facts

Organization Name

ClientTable

Company Location

Canada

Company Website

www.clienttable.com

Categories and Features

Physical Security

Checkpoint Tracking
Customer Management
Data Collection
Event Management
Incident Management
Investigation Management
Multiple Alarm Queues

Categories and Features

Accounting Practice Management

Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

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