Secure storage of your clients documents with password protection and daily backups.
Request a document to be digitally signed by the recipient.
Great support included in all of our monthly plans by our friendly, knowledgable support staff.
With all of our plans, you are not limited to the amount of clients you can create.
Simple drag and drop file uploads, make adding files to your clients folders as simple as possible.
Create your own folder structure to suit the way you work.
Add your own logo and colour scheme to make the portal fit in with your company branding.
Securely store files in the archive to reduce clutter on screen or add them to the recycle bin for deletion.
Fine tune the access each staff member has. Limit which clients they can see and their abilities to view, edit or delete documents.
Create unlimited staff accounts to allow your employees access to clients data.
Clients are notified automatically whe new documents are available to view online.
Import clients from other software packages with our simple, step-by-step imprt process (csv imports only).
Keep a complete history of changes made to documents. Easily revert back to a previous version.
Create forms for your clients for staff to complete. Use for timesheets or reporting.
Upload files directly from your desktop to your client folders on the portal.
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