Average Ratings 3 Ratings
Average Ratings 0 Ratings
Description
Integrify is a cloud-based, low-code workflow automation platform that allows businesses to automate processes, design dynamic forms and create self-service portals. It also tracks performance and reviews activity audit trails.
Integrify integrates with all enterprise applications, including ERP, CRM, HRIS, and CRM, thanks to our open API. Our customers can move data freely between systems in any process.
We offer dedicated account management, full implementation services, coaching, and other support to make your automation project a success.
-Unlimited Forms
-Unlimited Processes
-Unlimited File/Document storage
-Unlimited Transactions/Requests
Unlimited Audit Trails
-Unlimited Reports/Dashboards
-Branded Self Service Portal
-API Integration
Free Workflow App Starter Templates
Dedicated Account Manager
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
Deltek Costpoint
Yes
GovWin IQ
Yes
IBM Cognos Analytics
Yes
Microsoft Dynamics 365
Yes
Microsoft SharePoint
Yes
Okta
Yes
Oracle Cloud Infrastructure
Yes
Oracle PeopleSoft
Yes
Planview Portfolios
Yes
SAP CRM
Yes
Integrations
Deltek Costpoint
No
GovWin IQ
No
IBM Cognos Analytics
No
Microsoft Dynamics 365
No
Microsoft SharePoint
No
Okta
No
Oracle Cloud Infrastructure
No
Oracle PeopleSoft
No
Planview Portfolios
No
SAP CRM
No
Pricing Details
$30/mo/user
Subscription-based. Named or concurrent user options available. Unlimited processes, forms, reports, file storage, transactions, audit trails.
Free Trial
Yes
Free Version
No
Pricing Details
EUR 29/month/seat
Free: 10 GB, no card. Lifetime Vault: 2 TB for EUR 199 paid once until 31 Oct 2026, then EUR 249, 30-day refund. Storage subscriptions also available. Firm plan for client document collection: EUR 29 per seat per month.
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
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
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Integrify
Founded
2002
Country
United States
Website
www.integrify.com
Vendor Details
Company Name
ShieldFive
Founded
2026
Country
Spain
Website
shieldfive.com
Product Features
Business Process Management
Access Controls / Permissions
Yes
Alerts / Notifications
Yes
Business Process Automation
Yes
Business Rules Management
Yes
Collaboration
Yes
Process Change Tracking
Yes
Process Mapping
Yes
Process Modeling & Design
Yes
Visual Workflow Management
Yes
Compliance
Archiving & Retention
Yes
Artificial Intelligence (AI)
No
Audit Management
Yes
Compliance Tracking
Yes
Controls Testing
Yes
Environmental Compliance
Yes
FDA Compliance
Yes
HIPAA Compliance
Yes
ISO Compliance
Yes
Incident Management
Yes
OSHA Compliance
Yes
Risk Management
Yes
Sarbanes-Oxley Compliance
Yes
Surveys & Feedback
No
Version Control
Yes
Workflow / Process Automation
Yes
Forms Automation
Approval Process Control
Yes
Archiving & Retention
Yes
Collaboration
Yes
Document Indexing
Yes
Drag & Drop
Yes
Full Text Search
Yes
Remote Document Access
Yes
Rules-Based Workflow
Yes
Text Editing
Yes
Version Control
Yes
Workflow Management
Access Controls/Permissions
Yes
Approval Process Control
Yes
Business Process Automation
Yes
Calendar Management
Yes
Compliance Tracking
Yes
Configurable Workflow
Yes
Customizable Dashboard
Yes
Document Management
No
Forms Management
Yes
Graphical Workflow Editor
Yes
Mobile Access
Yes
No-Code
Yes
Task Management
Yes
Third Party Integrations
Yes
Workflow Configuration
Yes