Spend your hours on clients, not admin
Your clients pay for your expertise, not your data entry. We give you a site that earns trust, an intake that collects the right details, and less copy-and-paste in the back office.
Sound familiar?
“My office staff are buried in paperwork.”
Emails become tasks, bills get entered and reports build themselves, connected to the tools you already use.
Back-office automation“Everything lives in spreadsheets and sticky notes.”
One simple system for where each client and file stands, from a job board to a client portal.
Custom office software“Our website is old, and it doesn't look like us.”
A clean site that explains what you do in plain language and makes it easy to book a first meeting.
Website“We spend on ads, but I don't know if they work.”
We follow the path from first search to signed client and show you where people drop off.
Lead check-up
Trust and privacy come first
When clients hand you their finances, contracts or drawings, how you handle their information is part of the service.
- 01
Documents out of email
A simple client portal for sharing files, instead of attachments scattered across inboxes.
Custom office software - 02
Intake before the first meeting
A form that asks the right questions in advance, so the first conversation starts in the right place.
Website - 03
Accounts in your firm's name
Your domain, email and software accounts belong to the firm, not to whoever set them up.
Email, domain & hosting, handled - 04
A record of what ran
Each automation keeps a log, and anything unusual is flagged for a person instead of guessed at.
Back-office automation
The services that fit best
See all servicesWebsite
“Our website is old, or we don't really have one.”
A clean, fast website that works on phones and makes it easy to call you.
Custom office software
“Everything lives in spreadsheets and sticky notes.”
One simple system built around how you work: a job board, quote calculator or client portal.
Back-office automation
“My office staff are buried in paperwork.”
Emails become tasks, bills get entered and reports build themselves.
Online payments & invoicing
“I'm always chasing cheques.”
"Pay now" buttons on invoices, deposits and card or bank payments, connected to QuickBooks.
Local SEO
“Our competitors show up on Google and we don't.”
We improve your site and listings so you rank higher in local Google searches.
Lead check-up
“We spend on ads, but I don't know if they work.”
We follow the path from first ad to final sale and find where people drop off.
From our work
Sunstone 3D makes prototypes, custom parts and small production runs for businesses and engineers.
Sunstone 3D
A website for a Calgary 3D printing company, with a quote request flow.
Fair questions
Not your exact trade? We work with all kinds of local businesses. See other industries.
We handle sensitive client information. How do you treat it?
Carefully. Accounts are set up in your firm's name, access is limited to the people who need it, and we talk through where data is stored before we build anything.
Can you work with the software we already use?
That's usually where we start. Most practice, bookkeeping and document tools can be connected, and we'll tell you plainly if one can't.
Tell us how your week goes
Where the calls come from, where the paperwork piles up. We'll suggest where to start, in plain language.
vasia@sunstonesoft.com · Calgary