Visena
All essential tools seamlessly integrated into one online solution streamline the entire customer journey for accounting firms. From CRM and AML compliance to task management, time tracking, and invoicing, Visena empowers users with efficient document sharing, digital signing, and financial oversight, enhancing productivity and maintaining a secure environment for collaboration.
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Top Visena Features
- Integrated CRM system
- Time tracking integration
- Document sharing security
- Comprehensive client overview
- Digital signature capability
- AML compliance tools
- Customizable process templates
- Calendar and deadline management
- Centralized contact information
- Efficient invoicing process
- Email accessibility for all
- Powerful document search functionality
- Automated task completion tracking
- Secure client portals
- Real-time financial monitoring
- Multi-tool consolidation
- User-friendly interface
- Cloud-based solutions
- Continuous development collaboration
- Norwegian-based software support
