This task can be performed using OneClient
One stop solution for managing clients, projects, tasks, documents, invoices and communication.
Best product for this task
OneClient is a streamlined client and team management SaaS for freelancers and agencies. It centralizes project tracking, task delegation, client communication, file sharing, and invoicing into one intuitive platform. With tiered subscriptions, it adapts to solo professionals and growing teams.
What to expect from an ideal product
- OneClient brings together invoicing and file sharing in one place so you don't need to juggle multiple tools or platforms
- Send invoices directly to clients and share project files through the same dashboard without switching between different apps
- Track which invoices are paid and which files have been accessed by clients from a single view
- Set up recurring invoices while keeping all related project documents organized in shared client folders
- Manage client communication about both billing and file deliverables through one centralized system
