Automatically file documents, streamline your workflows with real-time performance reports, search for data company-wide including Optical File Recognition, 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 accept legally binding digital signatures!
A secure environment to handle your sensitive payroll data, reduce your administration and save you significant time. The future is here.
Get an instant return on investment today - both in time and money - but installing our Virtual Cabinet Document Management System and secure Client Portal.
Email attachments, CRM System files and scanned documents are all automatically filed and stored away for you. Goodbye admin.
Comply with GDPR other strict privacy laws. Get audit trails, encrypted communication, control access privileges and more. Secure your client data.
Let clients sign documents and with electronic signatures. No more emailing and printing PDF’s. Watch your turnaround time improve.
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.). Leading integrations with popular business software.
Retrieve customer data instantly. Use Optical Character Recognition (OCR) and full-text content searching across multiple file types.
.jpg)
.jpg)
