After looking through the site and watching videos, I was kind of under the impression that using the site helped gel everything together. If someone went to the site and filled out a form it sent it to software saying you need to follow up and so forth.
For the client portal, will it show the client history so they can go back and see if they missed a payment? Instead of sending out a statement, we can tell them to go check their account online.
I assume the QB is a must.
I would like to allow a manager or office assistant on so the extra user would be nice.
If you're going to do a couple of them you might as well do all at some point because you basically get one free. I have a nice site now that does very well with SEO and all but I could cut the costs of hosting that as well.
Just more thoughts.