Accelerator · Client experience
Select gives your clients a single, branded place to see everything they have with you: invoices and payments, projects and the hours behind them, the systems and services you manage for them, and every support conversation. Behind it, your leadership gets an up-to-date view of billing, collections and tax deducted across every business entity. Built on Ascent’s experience of running client-facing service businesses, it is tailored to how you serve your clients rather than asking them to learn your internal tools.
In most service businesses, clients are not short of attention. They are short of visibility. The information they need sits across your accounting system, your project tracker, your support inbox and your team’s memory, so every question becomes an email or a call.
Clients chase copies and balances that your accounts team already has.
Without a shared view of time spent, conversations about budgets turn into negotiations.
Domains, licences and subscriptions expire because no one had a clear list of what was due.
When a colleague on the client’s side asks what happened, only one person knows.
What was billed is visible; what actually reached the bank, and what was deducted as tax, takes a spreadsheet to work out.
Each client sees their invoices across every entity they are billed from, filtered by financial year, with the amount, payment status and any balance due. Invoice PDFs open with a tap. Outstanding amounts are totalled for them, so the question “what do we owe?” answers itself.
Clients see the projects you run for them, the period each covers and the hours used against the budget, with a clear indication when a project is close to or over its allocation. Opening a project shows the individual time entries: the date, who did the work, how long it took and what was done. Conversations about hours start from the same facts on both sides.
Every domain, system, integration and service instance you manage for a client is listed in one place, with its validity, renewal date and status. Items due for renewal are highlighted well in advance. Where a client needs access to a login, it can be revealed on request and hides itself again after a few seconds, so credentials are never left on screen or shared by email.
Support tickets appear with their status and complete conversation history, including attachments. Anyone in the client’s team can follow a request, not just the person who raised it. Clients continue to raise and reply to tickets by email, exactly as they do today, and Select keeps the record in step.
A separate management view brings together every invoice across your business entities: invoiced value, amount received in the bank, tax deducted at source and the balance outstanding, by financial year, entity, client or payment status. Sales between your own group companies are reported separately, so internal billing never inflates the numbers. Any view can be downloaded as a clean, paginated PDF report for the board or the auditors.
Every client sees only their own company’s information, and each of their team members can see who else has access. Sign-in uses a one-time code sent by email, with no password to remember. Your operations team manages everything from one console, while leadership has reporting-only access.
On a phone, Select works like an app: it can be added to the home screen, opens full-screen, and uses simple tabs for Invoices, Projects, Systems, Tickets and Team. Leadership has its own app for the management view, with the same clean, card-based layout.
Every implementation follows Ascent’s approach.
What your clients ask for most, and where that information lives today.
Which questions, delays and disputes a shared view would remove.
Configure the portal around your services and brand, and connect your accounting, project and support systems.
Introduce it to your clients and support your team through adoption.
You start from a proven platform and end with a client experience that reflects how your business actually serves its clients.
For your clients
For your team
For leadership
Contact us
Engage with a senior advisor to discuss your priorities. We begin by understanding your context, then offer an objective perspective on where value can be created and how Ascent can support you.
We develop an understanding of your context, priorities and constraints.
We share an objective view of where the greatest value lies.
A scoped approach, aligned to your strategic objectives.
Share a few details and the right person from our team will be in touch.
Contact us
Share a few details and the right person from our team will be in touch.
