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
Client
Maintain complete client information repository
Customize
Maintain Audit Request List repository
Create Template & Automate
Create templates and roll forward from year to year
Request & Receive Document
Easy to request, upload, review with clear visibility of request status
Track & Manage Engagement
Send Work Products to clients
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
Clear and Effective interactions with pleasant client experience
It's our Business to Help Grow your Profit
GET SETUP IN DAYS
Simple, easy-to-use web application allows you to get setup within few days not months
FILE EXCHANGE
Secure file exchange service that allows users to store and transfer files online with security enabled by encryption and log-in credentials
UNIFIED PLATFORM
Manage all client interactions including engagement letters, bills/invoices, White papers and marketing material
CUSTOMIZATION
White labeling and your branding
MANAGE TEAM AT PRACTICE & CLIENT LEVEL
Allow administrator to configure the each stage of the client engagement