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Automatically file documents, streamline your workflows with real-time performance reports, search for data company wide with Optical File Recognition and other smart filters, integrate with all your existing software for data integrity, collaborate with your team with version control, send large files online via our secure Client Portal, and action legally binding digital signatures!
A secure environment in which to manage your sensitive payroll data, while reducing your administration tasks, and saving you significant time. The future is here.
Get an instant return on investment today - both in time and money - by installing our Virtual Cabinet Document Management System and secure Client Portal.
Email attachments, Practice Management System files, and scanned documents are all automatically filed and stored away for you. Goodbye admin.
Comply with GDPR and other strict privacy laws. Get complete audit trails, utilise encrypted communication, control access privileges, and more. Secure your client data.
Let clients sign documents with instant electronic signatures. No more emailing and printing PDFs. Watch your turnaround time improve with powerful digital signing.
Your firm is only as productive as its processes. Streamline, automate and optimise your workflows. Generate real-time team reports you can action.
A branded Client Portal to send large files and secure communication, with seamless integration back to your Document Management Software.
Send documents to private or group Intrays. Set user permissions, access version control and more with content collaboration tools.
Audit logs, Intray checks, outstanding tasks, workflows, due dates, priority, ownership, Client Portal reports, and more!
Powerful Microsoft Office add-ins (Outlook, Word, Excel etc.). Discover our leading integrations with other popular business software.
Retrieve customer data instantly. Use Optical Character Recognition (OCR) and full-text content searching across multiple file types.
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