Alternatives to Content Snare

Pdftools can help you process thousands of documents, or even millions. The suite of SDKs from Pdftools is designed for industries that are document-intensive. They will make your document workflows faster, easier, and less stressful. The Pdftools products are built on SDKs or APIs. They integrate seamlessly with your existing systems and applications. Process thousands of documents per minute. Our tools are designed to be fast and efficient. We are engineers at heart and only accept the most reliable, usable and well documented platforms. File sizes can be reduced, but quality and interactivity are not compromised. Your documents will be compliant with long-term archiving. We have documented every detail of our products so that you can easily get started.

Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. Some clients have consistently reduced document turnaround time by as much as 87.5%. 2. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. Discover what a customer-centric approach to document collection can do for your business. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Trusted by customers large and small, worldwide, FileInvite is the pioneer of document collection solutions for customer-centric businesses. Try FileInvite free for 14 days. No credit card required. Send your first Invite in just five minutes when you sign up for a free account.

Flowzone is a powerful job- and project management tool. It's the easiest way to organize work with your team and clients. Flowzone is the best tool for managing projects, information, documents, assets, workflows, and other tasks. Flowzone will be your central system that allows you to manage everything. This will make managing your day easier and more stress-free. Flowzone is flexible and customizable, so it can be used in any way you prefer. No more confusion about where the latest version of any file is. Everything is at your fingertips and easily accessible from anywhere. You can easily save, share, and manage the documents that you are working on. Multiple spreadsheet views give you instant access to all of your project information. Multiple workflows are available to ensure everything is on track. Forms that respond to users or different types work.

Our secure and customizable portal makes it easy to manage deal flow and document chaos. Your staff can now focus on deals, not documents. Teams can track loan statuses, automatically name and package documents, as well as access online support systems to help them navigate the lending process efficiently. Cirrus was designed to simplify the collection of documents. Flexible workflows, collaboration tools, and checklists make it easier to keep things transparent and less stressful. You and your team can close more deals faster with streamlined deal flow and documentation.

Send your clients beautiful, richly-written trip itineraries and proposals that they can access from their web browsers. You can pull content from your library of images and past trips, accommodation, etc. You don't need to save, email, or attach word documents. You can make changes to clients' proposals in real-time. You can manage your leads and clients as they move through your sales process. This module is highly configurable and can be set up to match your sales process. Your clients can access their itineraries offline via a customized mobile app. Oasis lets you collect passenger information, share documents, and send custom notifications. You can also track flight status in real-time with Oasis. All of this information can be accessed offline by your customers using the mobile app.

Automate, simplify and grow your business. Integrating Accounting Practice Management systems will give you stress-free, efficient Document Management with intelligent automation. OnePractice Document Management is a suite of cloud-based tools that are uniquely designed to help you save time, increase efficiency, and allow you to spend more time building client relationships and generating more income. The suite includes: Templates. Use live data from your practice management software to create beautiful documents and spreadsheets. A simple set of prompts will allow you to quickly access real-time data. Mail. With just a few clicks, you can easily save your emails and attachments from Outlook online and desktop to the client folders of your document center. Mail templates. Easy creation of emails with the ability to attach files from your document center. Use prompts to populate with live practice management data and input real-time data using prompts.

The first dedicated software to manage affordable housing properties' lists. With just a few clicks, you can end the mail merge and send applicants emails, texts, or physical letters. We manage the printing, mailing, and integration with USPS. You can use our templates library to ensure that your communication is compliant and easy. Our central source of truth is available to your compliance team. Fair Housing Compliance is maintained by logging every change to an application. Intuitive forms that integrate into your website with as many preferences questions as you need for your property. Each applicant has their own portal that allows them to view their status, update their application information, and apply for other properties. Filter by AMI parameters or preferences to gain the information you need to pre-qualify applicants.

Vertex Case Manager is an electronic case management solution that uses cloud technology. Vertex Case Manager was specifically created for agencies that serve people with disabilities in the workplace, community, and residential settings. The Vertex Case manager collects information at every stage of your client's tenure, from enrollment to discharge. Our social work case management software allows clients to enter information as they progress through your programs. Users can track service time and record their progress throughout the day. Service providers will be notified if documents are missing or not complete. Our case management system makes it easy for users to have a stress-free experience and helps keep your agency organized and compliant with documentation. The dashboard allows users to view notifications, mark arrival times, edit records, and more from one place.

Phone Manager allows users to communicate quickly and easily with co-workers, making them more productive. Phone Manager offers a variety of features to fit different environments. These include contact views, directories and chat to facilitate communication with coworkers, agent control, and tool-bars to make contact center workers more productive. You can stay connected with clients and colleagues while you are out and about, or at your desk. Phone Manager Mobile lets users stay in touch wherever they are. This ensures that important calls don't get missed. Presence profiles allow users to communicate what they are doing and also give them control over how they can contact them, such as routing calls to softphones or placing them on do-not disturb if they are with clients. Our outbound calling solution makes it easy to chase payments, call potential customers, or remind clients of appointments.

Manual paperwork and the inevitable errors that accompany it can sap an organization's efficiency. Q-Action®, has helped hundreds of offices in both public and private sectors to achieve maximum efficiency in their workflow. This allows them to focus on their clients and customers. What is Q-Action®. It is a commercial-off-the-shelf ECM system that allows you to centralize documents in a single repository and tailor workflows. This will allow you and your company to reduce process times, eliminate paper and improve collaboration between teams. It makes document management easy.

Mystro is a simple tool for client onboarding and data collection. It's built for speed, flexibility and scale. We provide everything you need to onboard clients and collect their data. Mystro products offer a modern, flexible, and simple client-facing experience that meets today's demands. It saves you time per deal, and helps to represent your business in the best possible way. Mystro makes complicated forms easy and beautiful with Mystro. Easy-to-use and packed with features, Mystro allows you to quickly create multi-page conversational online forms or use pre-configured templates. A robust document collection and eSign system will automate your document collection process with automatic checklists, PDF merges and digital signatures.

PSIsafe's rich features allow it to be configured, flexible, and scalable. This allows it to work in parallel to existing workflows, processes, and company culture. There is no steep learning curve and no initial drain on productivity. Additional modules and integration tools provide functionality for mobile document access and accounts payable automation, secure data sharing, third party integration, advanced capture, and other functions. PSIsafe is available on-premise or in the cloud and offers enterprise-level document management, workflow capabilities, and more. True Business Automation: File Change Scheduling, Effortless sharing of documents with non-users and automated workflows make it easier to do more. Access client information in an off-site meeting, or get a legal signature using your tablet or phone. You can make the mission-critical documents in PSIsafe available in almost all Windows-based enterprise apps without losing security, audit trails, or version controls.

To seamlessly connect to your accounting software, use this wizard. No complicated integrations or manual data imports. It automatically pulls invoicing data using the auto-sync function. You can quickly create an action plan to set up automatic reminders and time intervals. Pre-designed email templates that can be easily customized to your requirements. Once ONE Collect is activated, you don’t need to worry about following-up with customers. It automatically chases payment and ensures a shorter invoice-to-cash cycle, speeding up your collection process. ONE Collect automatically tracks unpaid invoices and reminds customers to pay. You have complete control over how communication is set up, from setting the tone to remind customers to defining follow-up times. Every reminder includes invoice details so clients have all the information they need. This saves time, keeps customers happy, and helps you get paid.

HIPAA-compliant video conferencing platform

Clinical Info Solutions' medical billing services offer a full-service, one-stop solution for medical billing. We are one the most trusted medical billing companies in America, providing medical billing, coding and revenue cycle management solutions. Clinical Info Solutions will maximize your collections while simultaneously eliminating financial and human resource headaches so that you and your staff can concentrate on providing exceptional patient care. Our innovative medical billing services are more cost-effective and efficient than the standard in the medical billing industry. Remotely, we can log in to the client's server and use your software to perform all medical billing operations. This model allows the client to have complete control over the billing process by having all data and documents stored on their server.

We've been there. We tried to grow a private lender, only to spend hours trying to manage chaos. Guess what? We decided to change it. We created Alfred, an end to end technology platform that will drive your private lending business. Everything, from complex underwriting and tedious loan documentation generation to one-click investor distributions or earnings statements. We want you to be able to focus on the important things: building relationships, closing deals faster and growing. Real estate will be complex and you won't miss any deals. The foundation of the lending industry. Alfred is a trusted partner for both investors and borrowers. We know this, and so do our customers. Alfred's transparency is a great asset for investors. Because working with you is quick and seamless, borrowers become repeat customers. Great lenders need great technology and security that can keep up with the times.

Pipefile simplifies the collection of sensitive documents, whether financial or personal, for business professionals. Pipefile makes it easy to collect sensitive documents, such as financial and personal information, to keep your business running smoothly. You can either create a checklist or leave it as is. To make it easy to request standard forms, save your templates. No passwords or usernames required. Reminders ensure that documents arrive on time with no delays. Pipefile will remind your clients automatically so that you don't have too. You can just wait for everything else to arrive. Once everything is complete, you will receive an email. Simply click the link to download the documents from Pipefile. Or, sync them with your cloud storage. Our top priority is your security. All files are protected with AES encryption of 256 bits. We also offer customized PGP key management to give complete control over your data.

IRISTRACE is a digital tool which facilitates and optimizes data collection from inspections, controls and checklists. Then, analysis and use of the collected information can be performed, all customized and tailored to your needs. We want the user to only collect the data once, so there are no paper notes, WhatsApp groups or confusing manual Excel tables. There is also no need for paper notes, WhatsApp groups, emails scattered over thousands of emails, and we don't recommend using them. You will save up 50% on the time it takes to execute internal audits. You will not have to spend hours transferring results to a database or creating graphs. The results will be organized and categorized, which will help you save up to 80% on the generation of reports. Falsification of data collection can have serious implications for your business. Visualize and track the data collection in real-time.

Testimonial Tree, the best online reputation management company, is the leader. Our testimonial software allows you to easily collect genuine testimonials from happy customers. Then, share the best stories online to get new customers. Our solutions are ideal for individuals, small- to medium-sized businesses, and enterprises. You control when testimonial requests are sent to clients and which responses go online. You don't have to do anything. Your best clients can help you market by leaving positive reviews on their 3rd-party accounts and social networks. Get insight into the most important things to your customers. You can improve customer satisfaction and operations with custom surveys. Be on the first page of Google results! To boost your SEO, we will include your reviews, testimonials, as well as important business information.

If you're like most businesses, you spend a lot time waiting for clients. You may also spend countless hours searching for the right thing across multiple platforms. Give your clients a mobile file-sharing app that is easy, secure and fun to use. Liscio is the beginning of Client Experience 2.0™. The best part about Liscio is that accountants, bookkeepers, and bookkeepers can move much faster. Liscio allows firms to communicate with clients, exchange sensitive information, eSignatures and other documents from anywhere. It is secure, modern, and mobile. Clients love to text. It's easy for urgent business to get lost in emails. Liscio's Real-Time messaging is a secure hotline between your clients and you. With easy-to-track progress, ownership, and who, what, and when, you will always know the who, what and when. Client-facing tasks are kept on track with automated mobile reminders and text alerts for overdue items.

Transform your interview experience. Create a stellar employer brand. It should be fun, easy, and purposeful to hire. Mathilda was designed with the user in mind. It simplifies and speeds up the hiring process. Mathilda will be your best friend in your recruitment journey, from Agency to Recruiter and Candidate. Focus on talent and not on feedbacks. We can help you reduce the chaos. Mathilda®, will remind you of what's due, chase down unresponsive colleagues (nicely, that's for sure), automate the progress and coordinate all the coordination needed to move a candidate to hiring. My Day-In a-Glance helps you prioritize urgent tasks, which makes your day more productive. This is a reason to smile!

The loan process should not be stressful. Our Loan Origination Suite (LOS) is here to help. LOS was specifically designed for Canadian Credit Unions and offers a full-service software solution with a fully integrated third party. This will reduce the time it takes to complete the loan by half or even a quarter of a second. Technicost makes it easy to determine your clients' eligibility for loans. You can do it all yourself with our integrated system. You can find out if your customer is eligible and how much. This will save you time and allow you to spend more time doing other things. Are you taking a long lunch break? It's a one-stop shop for credit cooperatives that allows you to monitor all pending loans and reduce document preparation and processing errors. This is just the tip.

You can create video, build microsites and run campaigns. All of this information can be tracked and synchronized back to your CRM. Recording a video can be stressful. OneMob makes recording as simple and flexible as possible. The best videos are as personal and memorable as possible. You want to send personalized videos to hundreds or even thousands of customers? OneMob makes it easy. Our robust sales engagement platform will help you increase your meetings, revenue, and pipeline. All your marketing and sales content can be uploaded, managed and maintained. Create personalized, company-branded web pages with content. Send up to 2500 personal emails, amplified with video. You can create branded links and share them on any channel. Track opens, clicks and watch time. Document downloads. Click clicks. All data will be logged back into your CRM.

Taxjoy allows you to communicate with clients in a simple and secure manner. All messages are organized by client, so you can quickly find what you need. No more searching through email. All messages are sent, received, and stored securely, eliminating the security risks associated with email apps. Taxjoy allows you and your clients to share documents securely and easily. All documents are automatically organized according to type (W-2 or 1099, for example). To make tax preparation easier. To find what you need, you don't have anymore to go through your email. Taxjoy allows you to assign tasks to clients, yourself, or other members of your team. There are no excuses for anyone to miss a deadline.

Why fall for the trap? Great data analytics requires great data collection. The devil is in details when it comes to protecting your company against cyber threats. Great analytics requires great data. Great data collection is essential for great analytics. Log collection is not something that should be left to the last resort for security providers. Snare was built with a laser-like focus on log collection. Snare is used by companies all over the globe to collect logs and monitor their SIEM.

HappyAR, a SaaS platform that integrates with top accounting and ERP systems, is available. It was founded by two experienced business owners who were tired of manually chasing down clients for money. We organized our processes, and created an integrated tech solution to this problem. HappyAR was created out of the desire to improve the management of accounts receivables. No more reminders. No more guessing whether recipients have seen an email. You can now see more, be more compliant, and get paid faster.

Inspector is a mobile app that simplifies FSMA and OSHA, GFSI, and other standards to simple mobile checklists farmers love to use to collect field data. Managers can view and track the status of all farm sites' apps via a dashboard that streams real-time data. It's easy to manage compliance documentation, make faster decisions, and minimize risk with real-time information at hand.

You can save hundreds of hours searching for the right keywords without spending a fortune on expensive tools. RightHandMan.io is a fraction of what other SEO tools cost and doesn't have the same confusion that other tools. Our website audits are easy to understand, simple, and intuitive so that your blog can grow faster. First, tell us about your website when you create an account. Once the account has been created, our site audit will start. When the first results are available, you will be notified. Usually, this is within 5 minutes. We don't just dump data onto you. We analyze the data and highlight what needs to be addressed. Then we explain why. Each issue is ranked to help you determine what is most important and what can wait until a later time. Now that you have completed the SEO audit and understood the results, it is time to fix your issues and grow traffic. RightHandMan will tell you exactly what to do to fix the problem in just a few sentences. This will ensure that you don't feel overwhelmed.

Finally. Your clients can now select, comment on and receive their photos in one place You can deliver your clients final photos faster by removing all the tedious editing admin. Your clients will love you. Clients choose, check! No file lists. No back and forth. No voicemails, WhatsApp, or email. No more mistakes. With just one click, your clients can easily select their photos. Then, automatically pull the selected photos into Lightroom. Improved quality feedback through markup and comments Need clear direction? Our powerful commenting and markup tools ensure that your clients are always in the know. Clearer communication, less confusion, and more time.

All your conveyancing transactions can be done on one cloud platform. Your clients will love the digital experience. You can replace paper forms with online forms that are flexible and configurable. We understand that every firm operates in different ways. You can design the workflows that you use, but you can also ensure that your staff follows the same process. Clients can receive quotes in a matter of hours. Allows partners to refer you and provide a quote. Clients can get a personalized quote in just seconds. You can do more with third-party integrations using our APIs and Webhooks. It allows you to create and upload, read, write, upload or trigger actions from another software. Allow clients to sign documents electronically and save time and money.

A backup solution of enterprise-grade that protects your business against data loss. Store, backup, and organize your data all in one place. Jordanian hands and resources have developed and enhanced a leading cloud storage solution. Genie9 is unique in that it offers a variety of cloud solutions based on market demands.

Dealcloser transforms the workflow of corporate lawyers working on deals. We eliminate the manual labor that is so draining and time-consuming. Dealcloser allows you to work from anywhere and get it done quickly and efficiently. Never again do you need to manually create a closing list or find a signature. You should be focusing on what is most important, advocating for clients. We will handle all the difficult parts of a deal so that you can leave the office in a reasonable amount of time. We are the fastest-growing North American transaction management company. It all begins here. Instead of using a Word document, create your closing checklist in deal close. Upload documents to deal closer, and your clients will sign in real time! Deal closer makes it easy and quick to have all documents signed quickly. Dealcloser can also create signature pages for your documents!

OpusTime can do it all. OpusTime combines appointment, billing, expense, and note taking management with a powerful communication system that will keep your business in sync. You can let your clients book themselves and save time and money. OpusTime takes the stress out of your business by turning clicks into confirmed appointment even when you aren't available. You can communicate with clients quickly, receive appointment reminders, follow-up messages, and much more using one platform. OpusTime won't let you down! OpusTime's simple but powerful invoice and payment management tools will make you more efficient than ever. It makes it easy to track expenses with the utmost clarity. OpusTime allows you to store all documents virtually. You can easily drag and drop all the files and information of your clients into one place.

Leaders in advertising management. The unique line of Chase software agency management software provides cutting-edge tools for agencies around the world. Chase software is a creative, media, and finance software. Companies use Chase to manage their projects, capture time and buy media. They also bill and collect payments. Chase collaboration tools make it easy to manage your team remotely. Real-time systems that manage jobs, media, documents and engagements. Chase is trusted by the world's largest companies to manage their agencies' entire operations. Corporate Departments. Chase is trusted by leading businesses to maximize their advertising budgets. Small Agencies. Many small agencies are working hard to become big with Chase's core features. Chase Software's unique line of agency management software, and support services, provides cutting-edge tools as well as expertise.

ManagePlaces was created in 2013 as a simple, but effective project management platform that helps businesses manage activity and teams. The software has grown and thrived over the years and is now an award-winning platform that automates project management, manages project finances, and eliminates risk. They have a mission to change the way construction companies manage their projects. ManagePlaces was created to simplify project management and eliminate the frustrations faced by construction companies. Their team is committed to making the client's projects as easy and efficient as possible. ManagePlaces makes project management easy, from task and project management to team collaboration and finances.

How it works Before briq.works, projects were managed using spreadsheets, email, file sharing, notepad to do lists, charts on a wall, and emails. Communication is very limited. Clients are always looking for updates and information. It is like spinning plates at a circus to keep track of all projects that contain information from different places. All projects are now more organized and calmer after adopting briq.works. Your practice can see who is working on which project and at what stage. A programme of work is included for each project. It shows the stages, key tasks, who they are assigned, due dates, dependencies, and when they will be completed. Clients feel secure knowing that they are in good hands. Clients appreciate having a live view of their project plan in real-time to track progress and dependencies. They like receiving notifications when things change, and having a central location to find project-related documents and information.

Field operations managers face a challenge when trying to keep their workforce compliant, focused, and up-to-date while working remotely. Re-flow makes it easy to stop chasing emails, tracing paper trails, and making endless phone calls. Re-flow field management software puts you in control. It provides real-time job and document management. This allows you to see where your team is, what they are working on, and what information they have. Re-flow is used by telecoms, construction, highways and civil engineering companies to improve operational efficiency, save money, and keep their focus on the job at hand. Re-flow is a simple interface that allows for easy data sharing between operations and teams. Managers and teams on the ground have real-time information about job progress and data submission, which allows them to make data-driven decisions in the field.

In seconds, create professional invoices that are customisable and professional. Customers can pay immediately. With the built-in automation, you can remind customers and chase down late payments. Online invoicing can reduce the time it takes to send an invoice and receive payment. It can make all the difference. You can create professional invoices and personalize them with your company logo or color scheme. You can choose what information you want to include on your invoice. Attach any documents to your invoicing. Are you ready to invoice your clients Get started by creating your own invoice template using our free, easy-to-use templates. Make your own invoice template. You can create credit notes to refund customers. It is easy to create credit notes in no time. You can either allocate credit notes to invoices or register them as money-out transactions at the bank. Recurring invoices reduce time by automatically creating invoices at predetermined intervals. You can also instruct the system to mark these invoices as paid.

You can create unlimited professional reports by yourself. Automate reports using rule-based automation. For compliance purposes, archive reports Do you spend too much time making last-minute changes to the report or planning months ahead to create a new performance report. Editing reports can be a pain. It takes many days and requires expensive report-writer tools. Are you stressed about handling sensitive data? Or dealing with inconsistent data? Although it is easy to send reports, making sure that data is correctly set up takes a lot of time. Audit means that all other work stops. Audits by SEC/FINRA come with a lot of pressure. Important documents that clients have sent cannot be found in emails or files during audits. Client experience and communication are the most important aspects of wealth management for financial advisors. Reportwa, our full-featured wealth management reporting tool for advisors, aims to simplify reporting.

It is better to work smarter than harder. Closing deals can be more fun than losing them. Give your clients the experience that they deserve. Give yourself a competitive edge. BrokrBindr can help you grow your mortgage brokerage business. BrokrBindr can be used as an alternative front-end for Filogix. There are no time-outs and BrokrBindr is easy to use. Your clients have consented to you storing the data in their own accounts. BrokrBindr will make it faster, more reliable, and easier to continue using Filogix for credit-pulls and to submit applications to lenders. Preparing emails to request conditions documents will take you around twenty minutes. This can be cut to just twenty seconds if you choose a personalized email template that auto-generates the condition documents. Give your clients a personal touch. Impress clients with your professionalism.

Trinka is an AI-powered English grammar checker and language enhancement writing assistant designed for academic and technical writing. Trinka corrects contextual spelling mistakes and advanced grammar errors by providing writing suggestions in real time. It helps professionals and academics ensure formal, concise, and engaging writing. • Automated grammar and punctuation checking • Contextual spelling corrections • Grammarly account extension to Trinka • Sentence structure analysis • Word usage and phrase suggestions • Relevant synonyms and antonyms • Real-time feedback on writing style • Accessible from any device • AI-powered writing assistant • Citation Checker • Journal Finder • Plagiarism Checker • API Integration

Toggl Plan creates happy, stress-free, and financially successful teams. Even when you have multiple projects. Toggl Plan allows you to quickly create color-coded timelines that show availability, projects, and deadlines. If plans change? Drag, drop, then go on with your day. Work timelines allow you to see how busy your team members are, how their work is progressing and where there is room for new projects. Toggl Plan ensures that everyone has the right amount work and that deadlines are distributed. It is easy to share timelines with clients and stakeholders in just two clicks. Toggl Plan makes it easy to manage your team's work. It is also quick and easy.

Introducing Zapa Client Portals, the easy solution for managing client documents. As a CPA, gather documents faster during tax season. As an attorney, manage documents and communication in one place for more profitability. The portal allows clients to upload documents, provides a checklist of necessary documents and deadlines and gives self-service access to their files. It's secure, reliable and user-friendly. Upgrade your client management with Zapa. Try it now! Zapa Client Portals is built for small business owners such as accountants and attorneys who need a secure and efficient way to gather, organize, and share client documents. These professionals often work with sensitive financial and personal information and need a reliable solution to keep this information secure while also streamlining their workflow. The portal is designed to provide a user-friendly interface for clients to upload documents, a checklist of necessary documents and deadlines, and easy self-service access for clients. Additionally, the portal provides a secure way for these professionals to share documents with their clients and other stakeholders, making it a valuable tool for small businesses looking for an easy way to manage their client data.

It is difficult to collect electronic files from clients. They don't all have the same software. Email can be messy and insecure. To organize and gather content, use a branded upload page that allows you to drag and drop. Spend more time on the important tasks and less worrying about security and logistics. No matter what software you use, clients can easily receive digital documents, photos, or videos. All files uploaded go directly to your cloud storage. They are then collected under the client's name. No more searching for files that are lost or time-consuming. File Request Pro connects to OneDrive, SharePoint and GoogleDrive. In 5 minutes, you can get started.

Consolidate your online resources in a single platform that is easy to use, without the confusion often associated with online sharing. You can eliminate the need to search endlessly for documents and resources. Our software allows your team to focus on what matters most: delivering results. Say goodbye to unintentional mistakes, misplaced documents or lost documents. Share your binder with others without compromising your control. LiveBinders binder structure is consistent, allowing for easy and reliable content access every time it's opened. This gives stakeholders confidence that they can find what they are looking for even weeks or months later. Paper is expensive, difficult to update, and harmful to the environment. You can be proud that your organization is committed to sustainability and efficiency with our software. Eliminate messy email attachments and folders to leave a lasting impression with your clients and colleagues.

TaxWise simplifies the entire E-filing and fee collection process. You can manage your clients' documents digitally and offer the best selection of low-priced banking products. Both beginners and experts can quickly and easily process returns. The interface includes error diagnostic tools that will save you time. Navigate efiling errors by linking to the forms that need to be corrected. With the "What if?" mode, you can test a variety tax scenarios for your clients. Save test scenarios for future reference. Use planning and advisory tools to help clients with capital expenditures and deductions. TaxWise's extensive Spanish features will diversify your clientele and staff. You can access over 60 forms and schedules in Spanish on-screen, in print, and in Spanish. To ensure that your team has the support it needs, you can get bilingual product support.

You can keep track of clients, suppliers, owners, and partners with our customer management section. You can access this number online at any time. The hub of all activity is the lead management console. Here you log all enquiries and nurture them through to bookings. Log callbacks, set reminders and to-do's, and chase down stalling opportunities. Online booking engine: Accept online bookings and take phone bookings. The system automates rental price and commissions. It also includes discounts, agent fees, and holiday extras. Our advanced communication system will streamline your admin, automating tedious tasks and ensuring that everything is perfect upon arrival.

ezidox™, an award-winning document management platform, is designed for businesses that need to securely store, verify, and collect multiple documents from clients or third parties as part a complex transaction. Procurement, compliance, employee onboarding and management, government departments, mortgage applications, and procurement are just a few of the many uses for ezidox. ezidox™, makes document collection easier for both the Collectors and the Senders. ezidox™, which tracks the entire process, allows both sides to know where they are at each stage and receive reminders until the process is completed. If required, the entire transaction can be audited. The customisability of ezidox™, allows collectors to specify the names of documents they need to be ed and group them in any way that suits their workflow. Documents are then grouped and indexed according the established workflow. Our clients find ezidox™, a key ingredient in their growth.

You can say goodbye to costly consultations, long waiting times for appointments, and confusing legal text. AI-lawyer is available 24/7 to provide expert legal assistance. Online support has never been more convenient or efficient. Online user support is now fast and easy. We're happy to answer any question you may have. You can create any legal agreement in a matter of minutes without the need for legal expertise. A concise summary of any agreement is available. Compare and contrast different agreements to see the differences. The AI-lawyer platform has a significant advantage in that it can provide instant legal assistance and document creation. Clients can access legal help online through the AI-lawyer platform, regardless of where they are located or what their schedules. Clients seeking legal assistance can feel secure and anonymous with the AI-lawyer platform.

Our Smart Questionnaires evaluate clients for different immigration programs and also collect the data needed to fill out Immigration Forms (including barcoded). Use our templates to create your Letters and Retainer Agreement. Our client portal allows your clients to track the immigration process, submit documents, and make payments. Manage all client documents in one location. Your client records are protected by 256-bit encryption, a database isolated for your company and a 256-bit encryption. If you fail to login too many times, your account will be blocked. Our CAPTCHA control will also prevent automated attacks.