True Digital platform to manage file exchanges and client interactions

Stop using generic tools such as DropBox, ShareFile Improve Profitabilty and Business Agility

All On A Single Platform

Manage Clients Manage Client Maintain complete client information repository
Integrate PBC List Customize Maintain Audit Request List repository
Create Template & Automate Create Template & Automate Create templates and roll forward from year to year
Request & Receive Document Request & Receive Document Easy to request, upload, review with clear visibility of request status
Track & Manage Engagement Track & Manage Engagement Send Work Products to clients
Manage Team at Practice & Client Level Manage Team at Practice & Client Level Provide the ability to monitor the progress of every facet of the client requests in real-time
Happy Clients Happy Clients Clear and Effective interactions with pleasant client experience

It's our Business to Help Grow your Profit

Manage Clients GET SETUP IN DAYS Simple, easy-to-use web application allows you to get setup within few days not months
Integrate PBC List FILE EXCHANGE Secure file exchange service that allows users to store and transfer files online with security enabled by encryption and log-in credentials
Create Template & Automate UNIFIED PLATFORM Manage all client interactions including engagement letters, bills/invoices, White papers and marketing material
Track & Manage Engagement CUSTOMIZATION White labeling and your branding
Manage Team at Practice & Client Level MANAGE TEAM AT PRACTICE & CLIENT LEVEL Allow administrator to configure the each stage of the client engagement
Happy Clients ANALYTICS Simple and powerful dashboards