Corpay One gives you an overview of your clients, easily switching between them while giving you an overview into client work and one centralized system to oversee.
Using Corpay One's Groups function, you decide which of your staff members have access to which client. Different permission levels are available for your team, keeping your clients secure and your team structure in place.
Corpay One works hand-in-hand with you as we welcome you to the platform. When your clients join, we also act as your support system, with built-in resources to help clients succeed.
We truly believe you're helping us shape the future of our platform, while we help you shape the future of your practice. Help define what we launch next, ensuring you have a tool to meet all of your needs.