Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Customers can receive crucial documentation in just minutes. They upload or take a photograph of their sensitive information and can send it securely immediately. Unlimited number of document uploads, regardless of size. Send documents anywhere, anytime. Automatic document alignment and edge cropping. You can stand out from the rest and provide seamless onboarding for your customers. The platform does all the work so you can concentrate on providing outstanding service. Let the platform free your staff from administrative burdens and let them spend their time building your customer base. Our clients have seen a 35% increase in sales. Work smarter, not harder - drastically reduce labour costs and keep your business costs down FastDox reduces postage costs by 95%, and ensures repeat business.
Description
ShieldFive is a software solution designed for document collection, specifically tailored for accounting, immigration, and mortgage sectors. The process begins when a firm provides a client with a secure upload link accompanied by a PIN, enabling the client to upload documents easily from any device without the need for an account, application, or password. Each file undergoes encryption within the client's browser prior to upload, ensuring that only the firm can access it, while ShieldFive retains the encrypted data. Firms can create request checklists for various forms, including Form 1040, I-130, I-485, and mortgage applications, allowing them to track which documents are still outstanding, confirm receipt of submitted items, and include the client’s email for reminders sent by ShieldFive, which can occur up to twice. During the trial and on the paid plan, the client upload page prominently features the firm's name and logo. The encryption utilized is a post-quantum hybrid method (ML-KEM-1024 coupled with X25519), and the core cryptographic components are open source. Additionally, the service is hosted in the EU and is offered for free for the first 14 days, followed by three active requests at no charge, with a monthly fee of EUR 29 for each seat thereafter; clients incur no costs. It is important to note that the platform is designed solely for document intake and does not support e-signatures, thereby streamlining the submission process for users.
API Access
Has API
Yes
API Access
Has API
No
Screenshots View All
No images available
Integrations
WWS Open API
No
Pricing Details
£40 per user
Free Trial
No
Free Version
No
Pricing Details
EUR 29/month/seat
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
FastDox
Founded
2018
Country
United Kingdom
Website
fastdox.co.uk
Vendor Details
Company Name
ShieldFive
Founded
2026
Country
Spain
Website
shieldfive.com
Product Features
AML
Behavioral Analytics
No
Case Management
Yes
Compliance Reporting
Yes
Identity Verification
Yes
Investigation Management
No
PEP Screening
No
Risk Assessment
No
SARs
No
Transaction Monitoring
Yes
Watch List
No
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
Yes
Territory Management
Yes
Digital Signature
Audit Trail
Yes
Authentication
Yes
Auto Reminders
Yes
Customizable Templates
No
Document Analytics
Yes
Mobile Signature
Yes
Multi-Party Signing
No
Progress Tracking
Yes
Task Progress Tracking
Yes
Lead Management
Activity Tracking
Yes
Campaign Management
Yes
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
No
Lead Scoring
Yes
Lead Segmentation
Yes
Pipeline Management
Yes
Prospecting Tools
No
Source Tracking
No
Product Features
Alternatives
Alternatives
No Alternatives