Welcome to Consultant

The leading practice management software designed to empower consulting firms and take their success to new heights in the dynamic consulting industry. With our comprehensive suite of features and seamless integration with QuickBooks Online, we offer a modern digital solution built specifically for Consulting Firms, Management Consultants, and Business Advisors.

Consultant App

Efficiency and Optimization for Your Consulting Practice

Efficiency lies at the core of our software. Streamline your workflows, automate tasks, and standardize processes with our powerful practice management tools. From task management and file management to billing and proposals, our platform provides all the essential tools you need to elevate your consulting practice and drive profitability.

Seamless Collaboration for Outstanding Consulting Services

Collaboration becomes effortless with our intuitive and collaborative platform. Seamlessly communicate with your team, manage projects efficiently, and consistently deliver exceptional consulting services. The centralized platform facilitates real-time collaboration, ensuring everyone is on the same page and empowered to deliver their best work. Gain unparalleled visibility into every project, track progress effortlessly, and access comprehensive client and engagement records when you need them most.

Enhancing Productivity and Ensuring Data Security

Your productivity and profitability are our utmost priorities. Our platform is available 24x7, allowing you to work at your convenience without limitations. The integrated system ensures seamless data transfer, eliminating duplication and maintaining a single source of truth for your consulting firm. Security is of paramount importance to us, and our platform offers robust measures such as multi-factor authentication, encrypted third-party access, access restrictions, and strict adherence to the highest data protection standards.

Effortless Project Management and Timely Delivery

Say goodbye to missed deadlines and the challenges of managing multiple tools. Our software provides a centralized view of your projects, enabling you to effortlessly track project statuses, allocate resources, and have a clear overview of where everything stands. Automated reminders and notifications keep you and your team on track, ensuring timely delivery of projects and exceptional client satisfaction. This allows you to focus on delivering exceptional consulting services, winning new clients, and growing your firm exponentially.

Robust Data Security and Confidentiality

We deeply understand the criticality of data security. That's why we prioritize the protection of sensitive client information with utmost diligence. Our platform implements robust security measures, including SSL AES 256-bit encryption, inactivity time-outs, encrypted third-party access, and adherence to industry-leading data protection standards. Rigorous third-party testing ensures data integrity and reliability, providing you with peace of mind.

Engage and Thrive in our Community

Experience a vibrant and community-driven ecosystem with our software. Engage with our dedicated support team, actively provide feedback, request new features, and actively participate in voting for priority enhancements. We value your involvement and strive to continuously improve our software to meet your evolving needs.

Supercharge Your Consulting Firm with Consultant

Join us today and empower your consulting firm with Consultant. Streamline your processes, consistently deliver exceptional consulting services, and achieve unprecedented success. Our practice management software is here to help you scale your firm with confidence, drive productivity, and make your operations run more smoothly than ever before.

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Our simple approach to pricing - $36 user/month.

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FAQs

Consultant app Ecosystem makes it easy to track the status of client work, see who’s working on what, and know where everything stands within one simple view and also has built-in reminders and notifications to keep your team on top of client work and deadlines. Makes you more money Helps you win clients Makes your business run more smoothly.

Yes. Your information link will automatically move back and forth between Consultant and QuickBooks Online, Thus it saves time without the need to enter the same details in different places.

Consultant app allows you to send your clients automated requests for data needed to complete your work. It will also follow up with them until they complete the request, so you never have to chase down your clients again. This allows you to focus on what matters most—getting your work done on time and growing your firm.

Consultant Support:

Within the Consultant framework, you can submit issues, feedback, request new features, new apps, and vote for features you want to see. If we can’t solve your issue via chat, we will jump on the phone or zoom to quickly resolve your issues. Consultant app platform is a community driven ecosystem. The Consultant team also follows the same process, and the community decides by voting the features, or new apps etc.This is an automated centralized support and feedback system. Your involvement is greatly appreciated. Your comments, knowledge, feedback and your vote - everything counts.

Benefits
  1. Establish a more collaborative culture within Consultant app
  2. Surface the best ideas
  3. Make progress visible to every stakeholder
  4. Drive growth by building products that you all need
  5. Save time by organizing feedback in one central place
  6. Collective knowledge share in network and support
  7. Developers are motivated to see what they are working on is genuinelygoing to help us all.
  8. The most popular suggestions rise to the top of the list.

You and your team handle sensitive client information every day, including financial, personal, payment data, and more. Consultant provides
  1. Multi-factor authentication
  2. Inactivity time-out
  3. Encrypted third-party access
  4. Access restriction by role or engagement
  5. SSL AES 256-bit encryption
  6. SSAE16 Type II SOC1, SOC2 compliant Microsoft Azure data centers

Two-factor authentication

  • Consultant offers all users the option to use two-factor authentication to protect their account. Administrators have the option to enable organization wide two-factor authentication for all team members.

    • Session inactivity and timeout

  • Every Consultant account is protected by session inactivity and timeout protocols. If you’ve been inactive for too long, we’ll log you out automatically to protect your data.

    • Encryption for the modern business

  • All documents that are uploaded into Consultant are always secured with AES-256 bit encryption.

    • Rigorous third-party testing

  • To ensure the highest levels of security, we perform vulnerability and penetration security tests on a regular basis.

    • Password requirements

  • Consultant has strict password requirements to ensure every login is as secure as possible.

    • SOC2

  • Developed by the American Institute of CPAs (AICPA), SOC 2 defines criteria for managing customer data based on five “trust service principles” - security, availability, processing integrity, confidentiality and privacy.

    • GDPR

  • The General Data Protection Regulation (GDPR) is a legal framework that sets guidelines for the collection and processing of personal information from individuals who live in the European Union (EU). Consultant is currently compliant with GDPR guidelines.

    • Our pricing model remains consistent regardless of the features we release. There are no additional charges associated with each feature, except for email overage, which incurs an extra cost. We currently have no plans to modify this pricing structure in the near future. Our primary objective is to offer an optimally priced solution with a low Total Cost of Ownership (TCO) and a high Return on Investment (ROI).