SUMMARY

EVERY BUSINESS AND CLIENT IN YOUR NETWORK GETS THEIR OWN STRUCTURED DOCUMENT SPACE — NESTED FOLDERS, INLINE VIEWING FOR EXCEL, WORD, AND POWERPOINT, PER-FILE PERMISSIONS, AND AI KNOWLEDGE BASE FLAGGING, ALL WITHOUT LEAVING THE ENTITY RECORD.

 NESTED FOLDER STRUCTURE WITH UNLIMITED DEPTH PER BUSINESS OR CLIENT

 INLINE VIEWER FOR EXCEL, WORD, AND POWERPOINT — NO APP SWITCHING

 FLAG ANY FILE TO AUTOMATICALLY INGEST IT INTO THE AI KNOWLEDGE BASE

 PER-FILE PERMISSIONS, DOWNLOAD, AND DELETE CONTROLS ON EVERY ROW

SUMMARY

CREATE, SEND, AND TRACK PROFESSIONAL INVOICES WITH AUTO-NUMBERING, AUTOMATIC TAX CALCULATION (TVQ AND TPS/HST), AND CALDAV-POWERED RECURRING BILLING — WITH 12 YEARS OF FINANCIAL HISTORY CHARTED AND A FULL TRANSACTION LINKING SYSTEM.

 AUTO-NUMBERED INVOICES WITH BRANDED PRINT, EMAIL, AND PDF EXPORT

 CALDAV RECURRING BILLING — EVENTS SYNC TO APPLE, GOOGLE, AND OUTLOOK CALENDARS

 LINK PAYMENTS TO INVOICES WITH LIVE TRANSACTION TYPEAHEAD SEARCH

 YEARLY REVENUE AND TAX STATISTICS CHARTED FROM 2014 TO PRESENT

SUMMARY

EVERY ENTITY IN SMBSERVICES — USERS, BUSINESSES, CLIENTS, AND PRODUCTS — HAS A STRUCTURED PROFILE, A CUSTOM ATTRIBUTE STORE, A COLLABORATIVE NOTE LOG, AND A DEDICATED CLIENT-FACING PORTAL. SENSITIVE ATTRIBUTES ARE MASKED BY DEFAULT AND REQUIRE AN EXPLICIT REVEAL ACTION.

 CONSISTENT TABBED LAYOUT ACROSS ALL ENTITY TYPES

 UNLIMITED CUSTOM ATTRIBUTES — PLAIN TEXT OR MASKED SECRETS

 TWO-WAY NOTE LOGS — CLIENT NOTES ARE PROTECTED FROM DELETION

 CLIENT PORTAL FOR NOTES, FILE SHARING, AND DOCUMENT UPLOADS

SUMMARY

SMBSERVICES IS POWERED BY A SELF-HOSTED CALDAV SERVER THAT BRIDGES YOUR BUSINESS SCHEDULING WITH YOUR BILLING SYSTEM. A PRINCIPAL CALENDAR AUTOMATICALLY RECEIVES EVERY INVOICE AND RECURRING BILLING EVENT, WHILE USERS CAN SUBSCRIBE THEIR OWN PERSONAL CALENDARS — ALL ACCESSIBLE FROM APPLE CALENDAR, GOOGLE CALENDAR, OUTLOOK, OR ANY CALDAV-COMPATIBLE CLIENT.

 PRINCIPAL CALENDAR AUTO-POPULATED WITH INVOICES AND RECURRING BILLING EVENTS

 USERS SUBSCRIBE PERSONAL CALENDARS ALONGSIDE THE SHARED BUSINESS CALENDAR

 CALDAV STANDARD — SYNCS NATIVELY TO APPLE, GOOGLE, OUTLOOK, AND ANY CALDAV CLIENT

 RECURRING INVOICE SCHEDULES BECOME REAL CALENDAR EVENTS — YOUR BILLING LIVES IN YOUR CALENDAR

SUMMARY

GROUPWARE SERVER THAT PROVIDES CALDAV, CARDDAV, IMAP, AND SMTP SERVICES FOR THE ENTIRE TEAM. CALENDARS, CONTACTS, EMAIL, AND TASK LISTS SYNC NATIVELY TO IPHONE, ANDROID, THUNDERBIRD, AND OUTLOOK — USING OPEN STANDARDS WITH NO THIRD-PARTY CLOUD DEPENDENCY.

 CALDAV CALENDARS AND CARDDAV CONTACTS SYNC NATIVELY TO IOS AND ANDROID

 WEBMAIL AND OFFICE SUITE ON A SECURE PLATFORM

 OPEN STANDARDS — WORKS WITH THUNDERBIRD, OUTLOOK, APPLE MAIL, AND ANY CALDAV CLIENT