Run Your Consulting Practice on One Platform
Not eight tools held together with email. Get a pre-built engagement pipeline, client intake, document collection, scheduling, invoicing, and automated follow-up — with one login and one bill.
Stop juggling spreadsheets
ONE PLATFORM REPLACES YOUR ENTIRE STACK
Your practice runs on duct tape
Every disconnected tool is a leak in your billable hours.
Intake scattered across email
A referral comes in Tuesday. You reply Thursday. By Friday they've hired someone who answered in an hour. Delayed follow-up is lost revenue.
Document collection eats billable hours
Chasing tax returns, financials, and QuickBooks files by hand. Every "just checking in on those documents" email is time you can't bill.
Eight tools that don't talk
Calendar here, invoices there, email everywhere. You're the human API gluing it all together — and paying for each subscription separately.
The Engagement Pipeline, already wired
Click any stage. Every step below is pre-configured the day you log in.
Inquiry
Everything a practice needs. Nothing bolted on.
CRM & Pipeline
Every lead, referral, and engagement tracked from inquiry to review request. Nothing falls through.
Client Intake Forms
Branded intake and conflict-check forms that feed straight into your pipeline. No re-typing.
Document Collection
Automated request lists with reminders that chase clients so you don't have to.
Scheduling
Unlimited calendars with confirmations and reminders. Discovery calls book themselves.
Invoicing & Payments
Send invoices, collect retainers, and take payments — Stripe pre-connected.
Automated Follow-Up
Email and SMS sequences that nudge prospects and clients automatically, in your voice.
Unified Inbox
Email, SMS, and social messages in one stream — tied to the contact record.
Courses & Funnels
Unlimited funnels, websites, and courses for the advisory side of your practice.
Review Engine
Automatic review requests when engagements close. Your reputation compounds.
What's your stack really costing you?
Drag the sliders. Watch the leak.
Pick your launch speed
Every plan includes the full 25-app platform. Try risk free.
The full platform, ready to build on.
- 25-app platform with mobile access
- Pre-installed consulting practice snapshot
- Unlimited contacts, funnels & calendars
- Unlimited courses
- eBiz Learning Center access
- Monthly group training + email support
We wire it up. You start selling.
- Everything in Practice Pro
- Full workflow setup done for you
- Unified inbox configured
- Google, Stripe & LinkedIn pre-connected
- SOP library included
- Enhanced priority support
Your outsourced marketing department.
- Everything in Practice Launch
- Done-for-you website (10 pages)
- Workflows maintained for you
- Monthly 1-on-1 strategy sessions
- Ongoing optimization
Innovation
Modern automation applied to a traditional profession.
Integrity
Built by people who understand engagement letters and conflict checks.
Excellence
Your platform should be as professional as your reports.
Frequently asked
No. Practice Launch and Practice Partner include full workflow setup — we connect Google, Stripe, and LinkedIn, configure your unified inbox, and install the consulting practice snapshot so your pipeline is live on day one.
That's exactly who it's built for. The engagement pipeline comes pre-built, the eBiz Learning Center walks you through everything, and monthly group training keeps you sharp. If you can use email, you can run eBizSuite.
Your CRM, scheduling tool, email marketing platform, SMS tool, form builder, funnel builder, course platform, invoicing app, review-request software, and the Zapier glue holding them together. One login, one bill.
Yes. eBizSuite runs on enterprise-grade infrastructure with encrypted data at rest and in transit — appropriate for the sensitive financial documents CVAs and forensic accountants handle every day.
Month to month, no long-term contract. Try it risk free — we earn your business every month.
See your practice running on one platform
Book a one-on-one demo. We'll walk through the engagement pipeline with your actual workflow — no pressure, no jargon.