Easy Client Management
Manage the heart of your business.
Clients are the beating heart of your business, and Mira.
You can sleep easy knowing that we’ve got you covered. Use Mira to manage your clients, schedule appointments, send out reminders and review important details so you can focus on getting the job done.
Timeline will automatically keep track of appointments, reports and invoices for your clients and display them in a client’s record.
You can also add any notes or attach files you think are useful.
Send documents with
Client Connect offers convenient digital storage that allows clients to see and download all the paperwork you’ve ever generated for them in one place.
When you create a new client, you have the option of asking them to create their own Client Connect account*. This will allow them to connect with your business.
Once connected, the client can then view documents and pay for invoices on the spot.
*Client Connect is optional. You may also send documents by email, but Client Connect is a fast and easy way for them to access all their documents.
Easily group your clients
Do you have a group of clients that all share a single billing account, are tenants of a real estate agent or live in the same housing complex?
To make things easier for you, we’ve designed Client Groups so that you can group a collection of clients into one simple place, making it effortless for you to access.
View documents, notes, appointments, invoices and reports generated for any of the clients from that group.
Get set up in minutes
Easily import your client list when getting started with Mira.
Link your business with an accounting provider to sync across all your existing clients, or batch import a client list using a CSV file.