Become a Money Magnet: How Wise Option Can Make You Money

Not only does Wise Option save you money, but it also makes you money.

We have talked in the last posts about streamlining processes so that your business runs efficiently, thus saving you money in the long run. However, did you know that Wise Option actually increases your cash flow, as well?

This is a topic that we get really excited to talk about. There are so many features within Wise Option that offer maximum convenience and brilliant payment solutions.

Where your finances are concerned, you should be looking for safety, privacy, and reliability. At Wise Option, we’ll roll out the red carpet and give you all three.

Upon purchasing our software, you will be able to store payment methods within it. However, this will just be for your own use, as our team will never be able to access your card information since it is not stored in the overarching database. We are PCI compliant and can assure you that we will never see your full card number.

The virtual wallet allows for quick charges, convenient auto-posting into customer accounts, and automated electronic receipts. Gone are the days of collecting miscellaneous invoices and receipts to give to your financial manager. With our tools, you will be speaking the language of your accountant in no time.

It is easy as completing the profile online and paying the administration fee. We can assure you that the money spent on the fee will come back to you and then some.

It simply doesn’t get much better than this. Convenient wallet access and payments, secure storage, and ultimate respect for your financial privacy. We’ve done the heavy lifting on our end so you don’t have to. Check out our virtual wallet today!

Wise Option Practice Management Software

Time is Money: Work Smarter, Not Harder

Efficiency. We know, it’s such a cliché. We all seem to be thinking about or working toward being more efficient at any point in time.

But there is a reason everyone has efficiency on their mind: it makes things simple. Whether it is simplifying a process, streamlining workflows, automating entries, or something else, our businesses run better when things are simple.

At Wise Option, we want you to have all of the above and more, so that your business can be in the best situation possible. Whether you are a business owner or an employee, you do not want to be wasting time with redundancies, complicated flows, and blockers that will end up costing the company precious time and money.

As we mentioned in our previous post, Wise Option offers our software on three different platforms: mobile, web, and desktop. Since we are a True Cloud Solution, all of your data is going to sync to the same place. Whether you prefer to work from one, two, or three of our platforms, you will never have to worry about different data in certain places or unwanted duplicates. We’ve got you covered.

One of the many problems with inefficiency is that it is so costly. When you are wasting hours of your time on processes that could be done faster, you should consider yourself to be working for free. You could be supplementing that lost time with other projects if things were better organized, bringing in more profit for your business.

Wise Option eliminates those stubborn redundancies, as we are laser-focused on improving your workflow through logistical approaches. When processes aren’t standardized or a company is not using a True Cloud Solution, many items could be falling through the cracks. Data could be lost, corrupted, or stored over others. You may lose track of where you put what, furthering the amount of time and money spent on aspects of your business that should be standardized.

Killing two birds with one stone, unification, streamlining, call it whatever you want. Using Wise Option’s True Cloud solution is your shot at efficiency. Work smarter, not harder, as we are your wisest option.

Wise Option Practice Management Software

Don’t Be Deceived: Characteristics of a Real, True Cloud Solution

If you are shopping around for a cloud service provider, let us help with your research. With many different cloud software platforms on the market, it can be difficult to not only decide on one but to also determine which are and aren’t true cloud solutions.

This is where we come in. Not only are we here to talk about Wise Option, but also talk about what you should look for when you are deciding on software for your business. You don’t need to be super technical and understand the ins and outs of programming to make this decision. Look out for these characteristics to ensure that you are not being deceived.

At Wise Option, we offer our software on a mobile and desktop app, as well as on a web browser. In short, there are two components to our Solution: the software and the database. When you are working within the apps or browser, whatever populates on your screen is known as the software. Clicking buttons, typing text, and switching between tabs all happen here. The database comes into play when you hit save, as everything is stored here. Your database is inside the cloud, in a specific server and repository.

The reason why we are harping on this is that, as we have mentioned, some programs can be deceiving. Some places simulate a cloud without having a true cloud. In these cases, the software and the database will be in the same place. When you are searching for a secure cloud, there is a large data center that only manages the database.

Here is a question to ask: Is your business creating a virtual machine and installing everything or are you partnered with a data server?

This is important because if they are creating it themselves versus outsourcing with a data server, you are not protected as it is not a true cloud. Data servers provide policies around redundancies, firewalls, encryption, and security. If you are investing in this for your business, you want to make sure that your data is safe.

A good rule of thumb is if the company offers a web browser option, you are most likely looking at a true cloud solution.

At Wise Option, we offer just this to support your business. Even though we have three different platforms, all of your data is going to sync to the same place. Do you usually prefer the desktop app but need to input something into the mobile version? No problem. You can access all of your data from any of these places.

When you find yourself shopping for your business, it is important to stay alert and informed. Ask the right questions and do your research. In the end, the elements of security, mobility, and efficiency will truly pay off.

Wise Option Practice Management Software

WISE CAST with Rich Allen – Maximize Your Business’ Potential

Join Rachel & Eduardo as they speak with Rich Allen. They cover topics such as leadership development, business problems and solutions, future oriented models, and more!


  • 5:40 – Rich Allen talks about his family background and how that shaped his outlook on business
  • 7:30 – Rich asks himself what can he do with his business to make him more successful
  • 8:15 – The legacy I want to leave for my dad is helping business owners do what they love to do
  • 9:00 – Rich goes in depth and explains his business-bike metaphor
  • 13:00 – Rich speaks on being worried during the pandemic and how this can be beneficial to revisiting the company values
  • 15:00 – The culture and mission of businesses
  • 19:30 – Non-negotiables and what truly matters to the leaders.
  • 22:00 – Everyone’s non-negotiables are going to be different, but it is important to tie these to your industry and the lingo
  • 26:00 – Delivering on the promise we made to our customers
  • 32:45 – Most people don’t leave their job, they leave their boss
  • 36:45 – How to help people be a good leader, the 5-3-1 plan
  • 41:45 – The problem most people in business have; the zone of genius
  • 46:00 – The difference between good and great in a company
  • 49:00 – Competent people don’t need to be micromanaged
  • 53:30 – Rachel’s story about finding Wise Option
  • 1:00:00 – Where do you want to be in the future? The Magic Trick
  • 1:03:00 – The decisions you make affect the future of your business
  • 1:10:00 – Mergers and acquisitions and changes within the process
  • 1:14:25 – Making the best of hard times in your business
  • 1:16:00 – Awareness is key during merger and acquisitions
  • 1:21:00 – What to do when there is someone in power creating chaos?
  • 1:23:30 – Discipline and how it makes your business stronger


Centralized Database Access with Any Wise Option Platforms

Follow along as Rachel and Eduardo discuss all things Wise Option! From breeding season, to emergency support hours, to app updates, it’s all here.


  • 1:30 – Make sure you get in and play with the modules.
  • 2:45 – We are working to make sure that Wise Option is a collection of tools with the Desktop App, Web Browser, and Mobile Application. Regardless of which one you are on, you will be updating all of them.
  • 3:30 – We respect your privacy. Each client has their own database so your records are not in a huge conglomerate.
  • 4:15 – Try all of the different application to see which one resonates with you
  • 5:20 – We have expended support hours. From 6-9am Monday through Friday, February through May, we have hours reserved for breeding season support. Regular support hours will start at 9am. We can be reached on weekends for emergencies.
  • 6:45 – In order for us to have all hands on deck for emergency, please make sure that it is truly an emergency. This may be things that affect all terminals, none of the users being able to log in, etc.
  • 8:10 – You can still make regular requests outside of regular hours, but we will get to it during designated hours.
  • 9:35 – Some people have reported outages on the app. There was an iOS update that is contributing to this, but the application should be adjusted by the end of this week.
  • 10:40 – Stay tuned for updates about contracts and the mobile app.