Alternatives to File Request Pro

Onehub is a secure file storage and sharing platform that can be used by businesses of all sizes. You can secure your data with bank-level encryption and our granular, role-based permissions structure. This allows you to control who has access to your content as well as share sensitive business files with confidence. Onehub provides a range of powerful business tools, including virtual data rooms, client portals and Google Docs integration. It also offers automatic watermarking, branded workspaces and custom agreements to increase and expand file sharing. You can customize your Onehub Workspace to give content sharing a professional, polished look. You can also create your own Client Portal. Onehub's virtual data room allows your business to send confidential information to clients and keep collaborators anonymous.

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.

Formplus is an online form builder that can be used to create mobile-friendly web forms. Formplus has over 1000+ templates that can be used to collect customer feedback, create workflows and receive payments, regardless of your industry. Formplus currently serves customers in many industries, including logistics, event planning, non-profits, E-commerce, education, logistics, and more. The app has powerful features like document merge, digital signatures and file uploads. It also supports saving and resumes. Formplus forms are easy to share via social media channels using a variety of sharing options, including Website embed and WordPress embed. You can also send customized Email Invitations with prefilled data and QR codes. The tool can also be integrated with third-party storage apps such as Google Drive, Dropbox and Microsoft OneDrive. Register today for a free account

Moxo’s service orchestration platform revolutionizes complex B2B interactions by delivering seamless and efficient experiences. Inefficiencies and risks often arise when business processes are scattered across departments, clients, vendors, and partners. Moxo eliminates these challenges by unifying workflows—transforming fragmented operations into streamlined, cost-effective solutions that boost client satisfaction. Moxo platform accelerates essential tasks such as client onboarding, document management, and exception resolution. The outcome: quicker process completion, minimized compliance risks, and exceptional client experiences. Trusted by industry leaders in financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas—Moxo powers the orchestration of mission-critical business relationships.

Impress your clients with a swift and visual approach that eliminates endless email exchanges. Streamline the sharing of ideas, files, and feedback through a user-friendly client portal designed to reduce frustration. Are you tired of the inefficiencies that come from toggling between emails, online documents, notepads, and various applications? Creative thoughts and discussions often get lost in the chaos, but your innovative ideas lose their impact if they are not visible to your clients. Important discussions, documents, and concepts can become buried under overwhelming email threads and disorganized shared folders. Using incompatible tools can be a drain on your productivity, deplete your enthusiasm, and stall project progress. Why deal with that? Consolidate deliverables and feedback in one straightforward view. In contrast to email and other tools, Oroson presents feedback and documents side-by-side for efficient collaboration. This saves you valuable hours that would otherwise be spent hunting for responses, allowing you to focus more on delivering exceptional work. Your clients also find it challenging to stay organized, and Oroson alleviates this by removing the need for them to adopt new procedures or learn complicated tools, making the entire process seamless and efficient.

Ahsuite provides a centralized platform for sharing tasks, files, passwords, presentations, and Data Studio reports, ensuring that all client communications are neatly organized to prevent anything from being overlooked or misplaced. Clients will value the system's professionalism and structure, allowing you to allocate more time to creative activities like designing, writing, and managing their campaigns instead of getting bogged down in agency operations. Gone are the days of sending numerous links via email; you can now seamlessly embed Data Studio dashboards, Google Slides, and videos directly within client portals. The task management features in Ahsuite include everything needed for handling intricate projects, such as checklists, templates, labels, dependencies, attachments, calendar views, and much more. You can easily determine which files need client approval, including agreements and proofs, while custom labels and search functions simplify file organization. Ahsuite also incorporates an encrypted password manager, enabling secure sharing of passwords with only authorized individuals. Additionally, the platform helps teams monitor contributions with timestamped log entries, ensuring clarity in project accountability. Ultimately, Ahsuite enhances collaboration and efficiency, making it an invaluable tool for any agency.

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.

Distinguish yourself from the competition by offering your clients a streamlined and efficient client portal. This Client Portal seamlessly integrates with WordPress, enabling you to oversee client projects without the clutter of traditional project management tools. Projects often become chaotic; if you handle client work, you're familiar with the challenges of monitoring various tasks and deliverables. The majority of documents exchanged tend to be sent via email, which can easily get lost in the clutter of both your inbox and your client's. Whether you're searching for a proposal from six months ago to clarify the project scope or your client is trying to locate a Google document with a draft they need, this can lead to frustration. The Client Portal is a straightforward, lightweight WordPress plugin that you can implement on your website immediately, providing your clients with an organized way to track project progress and access all necessary files at their convenience. Say goodbye to frequent requests like "Can you resend our logo? I can't find it!" as this solution ensures everything is right where it should be. By enhancing your client experience, you'll foster better communication and satisfaction.

Once you configure zBackup.app, it will seamlessly synchronize all your Zoom recordings to various cloud platforms like Google Drive, Dropbox, OneDrive, YouTube, or Vimeo. If you frequently use Zoom, this tool allows you to maintain multiple backups without the hassle of manual downloads and uploads for your videos. Additionally, zBackup.app has the capability to remove any recordings that have already been backed up if you choose to do so. Since you're likely already investing in cloud storage, it makes sense to utilize that space for your meeting recordings as well. Your recordings will be automatically uploaded to your chosen cloud service, and we only request the minimum access necessary to manage your files efficiently. Setting up zBackup.app is straightforward and can be completed in under two minutes. Simply connect it to both your Zoom and cloud storage accounts, select where you'd like your recordings to be uploaded, and specify which Zoom users' recordings to back up. You can either use the default configurations or personalize your notification, filtering, and deletion preferences according to your needs. By streamlining this process, zBackup.app ensures that your recordings are always safe and easily accessible.

When considering external file storage alternatives to integrate with your Salesforce CRM, one can explore a variety of solutions, including cloud-based services such as SharePoint, Amazon S3, Google Drive, OneDrive, and Dropbox, as well as on-premises options like SMB, SFTP, and Network Drive. If you're finding it challenging to manage files within Salesforce, XfilesPro offers a range of compelling features designed to enhance your file management process, making it more straightforward and efficient. This tool allows for seamless collaboration with external storage systems, ensuring that files are easily accessible for viewing, editing, and sharing among internal Salesforce users and external collaborators alike. Moreover, XfilesPro empowers community users by integrating smoothly with Salesforce community portals, which increases overall engagement and productivity. Additionally, it supports functionalities such as Mass Download, Mass Delete, and Mass Sharing, benefiting both List and Bi-Sync component users, thus streamlining large-scale file operations. With XfilesPro, you can simplify your file management and improve the efficiency of your collaborative efforts across various platforms.

Whether it's Gmail, Outlook, Google Drive, OneDrive, or Dropbox, Correlate serves as a productivity platform that consolidates everything into a single, user-friendly space. By emphasizing the importance of contextualizing your cloud content, we empower you to accomplish your tasks efficiently without the interruptions of irrelevant distractions. Our vision is to cultivate an environment where individuals can connect ideas, collaborate effectively, and concentrate on what is truly significant—both in their personal lives and professional endeavors. You can easily and securely share the appropriate files with the right individuals at the optimal time. Correlate fosters connections that could potentially transform the world around us. Among our initial collaborators are inspiring EU initiatives such as Cities2030, aimed at developing sustainable urban food systems, and the FeMALE project, dedicated to enhancing support for those affected by endometriosis, highlighting our commitment to impactful partnerships. Together, we strive to create a more interconnected and productive future.

Docusoft collaborates with financial professionals to develop software and create innovative solutions. We address issues such as document management, cloud file storage and client data management, workflow processes and data protection. File sharing, document delivery, electronic signatures, and file sharing are just some of the many areas we address. We work together to create the best software solutions possible for accountants, insolvency professionals, financial and business advisors, and other professional service businesses around the world. Every transaction or business communication results in the creation or modification of files and documents. Docusoft CloudFiler is the best cloud document management tool to manage your business communications. Users can search, retrieve, create, automate, and process business documents from any web browser. OCR search features are also available to review documents.

Since its inception in 1999, our company has led the way in digital filing and document management solutions in Australia, originally referred to as paperless office systems or electronic filing. We pride ourselves on offering more than just software; we provide a personalized business partnership with a local expert who dedicates time to comprehensively understand your organization's workflow and documentation requirements. Your search for an optimal document management solution ends here. Your employees can wave goodbye to cumbersome file storage, paper cuts, dust from physical archives, and the complexities of managing extensive spreadsheets. No longer will you have to navigate the confusing labyrinth of Google Docs or Explorer folders. Additionally, you can leave behind the frustrations of Dropbox and OneDrive restrictions. Within just an hour of installation, your team will be effectively utilizing Info-Organiser, which is tailored to align with your workflow, features customizable screen layouts and color schemes, and allows you to save your most frequently used searches. This innovative approach ensures that you maximize efficiency and streamline your document management process.

Introducing a state-of-the-art client portal designed for forward-thinking businesses. Clients can easily log in through your website to share files, sign documents, make payments, communicate, and much more. This all-in-one application encompasses everything necessary for managing a virtual business, including billing, file sharing, electronic signatures, messaging, client intake forms, and a comprehensive knowledge base. The portal provides you with the flexibility to customize what your clients can view. You have the option to host the portal on your own domain, ensuring that every detail aligns with your brand identity. Whether you choose to integrate it with an existing marketing website or utilize our website builder to craft a page tailored for professional services, the possibilities are endless. Enhance your client portal by incorporating the secure file-sharing and eSignature features, effectively replacing services like Google Drive, Dropbox, ShareFile, and DocuSign. Additionally, implement the billing module to offer clients a branded payment experience, substituting platforms like Bill.com and FreshBooks. Streamlining your client intake process is effortless with the addition of the intake forms module, which can replace tools such as Formstack and Microsoft Forms, making your operations more efficient and cohesive. With this portal, you can revolutionize how you interact with clients, ensuring a seamless and professional experience every step of the way.

Fileo is an innovative tool that utilizes artificial intelligence to streamline the process of organizing documents in cloud storage, removing the hassle of manual filing. Rather than spending time on renaming files and relocating them to appropriate folders, Fileo automatically identifies the types of documents—such as invoices, contracts, receipts, and reports—assigns standardized file names, and sorts them into the right folders without any intervention. Featuring advanced document recognition, intelligent folder categorization, and a learning algorithm that evolves with user behavior, Fileo ensures that your Google Drive remains tidy and well-organized. Additionally, support for Dropbox and OneDrive is on the horizon, promising even more flexibility for users. This comprehensive approach to document management makes Fileo an essential tool for anyone looking to optimize their digital workspace.

Motion.io serves as a comprehensive client portal and project management solution tailored for service-oriented businesses, aiming to enhance the efficiency of client interactions. It features intuitive, white-labeled portals that allow clients to engage without logging in, facilitating file uploads, form completions, project tracking, and team communication seamlessly. The platform's task builder empowers businesses to designate responsibilities while sending automatic reminders to clients for essential actions, like document signing or information submission. Additionally, Motion.io incorporates electronic signature capabilities, allowing clients to finalize contracts right within their portals. Clients benefit from a project tracker that offers transparent insight into every phase of their projects, minimizing the need for frequent status update meetings. Furthermore, the integrated inbox merges all client communication, encompassing messages and support requests, into a single manageable dashboard, thus streamlining overall client management processes. This holistic approach not only enhances productivity but also fosters stronger client relationships.

Revolutionize your entire installment loan servicing with Graveco Software, Inc.'s Contract Collector v5, which stands as the most sophisticated, feature-packed, and user-friendly contract collection and loan servicing software on the market. This all-encompassing system efficiently handles a variety of installment loans, notes, contracts, mortgages, deeds of trust, and accommodates numerous clients and payment types. Each step of the process is optimized, from the initial entry of clients, companies, and contracts to the generation of client statements, deposit slips, and payment coupons. The versatility of Contract Collector makes it an ideal choice for a diverse clientele, including banks, auto dealerships, finance firms, mortgage lenders, private investors, and anyone involved in tracking installment payments. For larger enterprises, it serves as a budget-friendly means to automate the loan collection process, while organizations of every scale will find that Contract Collector provides the ultimate solution for handling loan servicing efficiently. This software not only simplifies operations but also enhances overall productivity in managing financial agreements.

Simple for the novice, powerful for the professional Access SharePoint and OneDrive from the applications you already use. Edit Adobe, text, as well as all Office versions, easily. Access Box, S3, Google Drive and Dropbox, OneDrive, as well as other Office applications, from Windows Explorer or Mac Finder. WebDrive is an FTP client that you already know how use. Use FTP and SFTP servers to map drives letters for productivity and convenience. WebDrive is a WebDAV client that allows you to mount files at startup and lock them. It works in the same way as the native Windows WebDAV redirector. Large implementations will require less setup and installation time. You can customize and push the settings to all users without having to configure each computer. You can access remote files without syncing, and fill your device with copies of your files. This will improve security and reduce the risk of losing or stealing your device.

MyDocSafe serves as your essential partner in digital transformation, assisting you in automating processes that involve client interaction, including pitching, onboarding, and secure sharing of documents. As a comprehensive solution for document security and e-signatures, MyDocSafe empowers you to verify and manage all your documents online while streamlining compliance, onboarding, and contract renewal tasks. Experience a host of features designed to enhance your productivity and save time and effort. With numerous integrations, you can significantly boost your operational efficiency. Additionally, increase client engagement to help elevate your revenue. Simplify your proposals through customizable workflows and entirely paperless quoting processes for a more organized approach. Expedite the closing of deals and eliminate administrative bottlenecks with efficient workflows that span multiple departments. Reduce the time spent on low-value, non-billable tasks during client onboarding by utilizing automatic document distribution, reminders, and notifications, ensuring a smoother transition for new clients. Ultimately, MyDocSafe is your all-in-one solution for managing the complexities of client interactions and documentation seamlessly.

Ikno intranet ensures that all employees remain connected, fostering better communication, information sharing, and engagement among team members. Not only is ikno user-friendly and cost-effective, but it also streamlines internal communications while simultaneously nurturing your corporate culture. A workforce that is more engaged and informed tends to be more productive, safer, and ultimately more profitable, all while delivering superior customer service. Investing in ikno is essential for companies that prioritize transparency and exceptional employee communication. We partner with diverse sectors including insurance agencies, banks, professional service firms, manufacturers, non-profits, and associations. By enhancing employee interaction and making information more accessible, ikno saves valuable time that would otherwise be spent searching for data. It also boosts transparency, uplifts morale, and fosters a strong company culture. With its mobile, flexible, and reliable features, ikno eliminates complex file trees and share drives, significantly cutting down on email clutter. Embrace ikno to transform your internal communications and empower your workforce.

Slik Safe is an incredibly fast file experience that increases efficiency, speed, and security. A file storage solution with end-to-end encryption that allows you to store, transfer and share files in less than five seconds. Connecting to the Slik Safe application on your device will backup all of your files and folders whether they are on cloud apps such as Google Drive, OneDrive or Dropbox, or on local devices. All your files will be encrypted on your device and protected with military grade encryption before being uploaded to the cloud. The app runs in the background and constantly backs up files and folders connected to it in real time. Slik's AI allows you to retrieve specific information from a file, where all details are extracted in Natural Language. If you want to know the sum of Column 2, then just type it in. You can get the answer by typing it.

We provide a comprehensive, web-based solution that ensures reliability and security throughout the entire process of creating, submitting, and managing mortgage applications. Expert POS facilitates secure connections between a greater number of lenders and mortgage brokers than any competing solution, serving as the gateway to a completely digital mortgage experience. This free-to-use platform is accessible at any time and from any device, empowering users to accomplish tasks more efficiently. Filogix Expert Pro incorporates integrated e-signature functionality, document storage, email marketing tools, bank statement retrieval, and additional features to streamline your workflow. This innovative approach represents the future of deal management systems within the industry, allowing you to enhance productivity significantly. Additionally, Filogix's secure document management system ensures that both lenders and mortgage brokers can share, store, and manage all documents related to the mortgage application process in a safe manner. By embracing these cutting-edge tools, users can significantly elevate their operational efficiency and improve client satisfaction.

This secure and user-friendly cloud-based lending software allows you to efficiently manage all customer loans and repayments from a single platform. By minimizing administrative tasks, you can focus more on expanding your business. The software provides an overview of loan specifics, including repayment information, loan terms, schedules, collateral, files, and comments. Additionally, you have the ability to print loan statements and schedules for your clients. You can customize loan fees, grace periods, and penalties to suit your needs. A comprehensive snapshot of each loan can be accessed on one page, and there's even an option to send SMS notifications to borrowers. Furthermore, you can establish savings accounts for clients, facilitating transactions like deposits and withdrawals. The system automatically calculates and adds interest to savings accounts based on your chosen savings product, ensuring a seamless experience for both you and your borrowers. With these features, staying organized and efficient has never been easier.

In just a matter of hours, you can convert years' worth of financial documents, including statements, checks, deposit slips, and accounting transactions, into evidence suitable for court with ease. Valid8 stands out as the sole cloud-based Verified Financial Intelligence (VFI) platform, meticulously crafted by forensic accountants who utilize cutting-edge AI technology. This platform is specifically designed to enable teams to trace the movement of funds both swiftly and with precision, allowing for faster analysis and greater assurance. By simply uploading your bank statements, images of checks and deposit slips, accounting system extracts, and transaction lists to Valid8, you can obtain thoroughly verified financial evidence in a matter of hours. Discover how Valid8’s VFI platform greatly outpaces traditional OCR solutions that necessitate manual adjustments. With the integration of AI and machine learning, Valid8’s VFI platform effortlessly extracts transactions from any type of statement or system. Say goodbye to the headaches and hold-ups: upload your PDFs and receive organized, reconciled data within hours, transforming the way financial evidence is processed. This efficiency not only streamlines your workflow but also enhances the reliability of the financial insights you receive.

Covalent is a cloud-based loan-originating system that offers digital onboarding for consumers, commercial and mortgage requests, automated underwriting, credit structure, compliance management including HMDA data collection, adverse actions letter management, fully integrated early disclosure, closing documents, including TRID and core import/export. Our system is so intuitive, your associates will be able to use it almost immediately. Your users can be trained in just a few minutes. Your analyst is your guide! You can modify the loan origination automation process to reflect changes in your lending policy without having to involve software developers. C2 Covalent's ease-of-use, predefined product types, and modules are a big hit with lenders. Spend less time training and more on customer relationships. Flexibility in reporting, increased customer share of wallet and significant time savings for your analyst.

Shoviv OneDrive Backup Software serves as a comprehensive solution for storing OneDrive data locally. Designed for ease of use, this utility caters to all users, including those who may lack technical expertise. It allows for the backup of various file types, such as images, documents, and videos, without any limitations. Additionally, users can simultaneously download multiple user drives into a file system. The tool also features a range of filtering options and scheduling capabilities to enhance flexibility. For those interested, a free demo version is available, enabling users to download, install, and test the software at no cost. Users can migrate up to 20KB of items for free with this demo version, making it an excellent opportunity to experience its capabilities firsthand.

The Most Efficient Method to Access the Cloud. Enjoy uninterrupted connectivity to cloud storage directly from any application. ExpanDrive integrates cloud services such as Google Drive, Dropbox, Amazon S3, SFTP (SSH), Box, OneDrive, and Sharepoint into both Finder and Explorer. Forget about the hassle of using a separate application solely for file transfers. ExpanDrive allows seamless access to cloud storage from every program on your computer, including Office 365, Photoshop, and VS Code. Select files to be available offline, enabling you to work without needing an internet connection. Your changes will sync back to the cloud automatically once you reconnect. Other files can be accessed directly from the cloud without occupying any local storage space. If leading cloud providers have left you feeling unsupported, ExpanDrive is here to bridge that gap. Additionally, ExpanDrive provides native cloud storage access for all significant Linux distributions such as Ubuntu, Linux Mint, CentOS, and Redhat. It also integrates with Spotlight Search on Mac and Windows file search, allowing you to quickly locate anything stored remotely. With ExpanDrive, managing your cloud files has never been easier or more efficient.

Transform PDF files into editable Microsoft Word documents and modify them using Office for iPad or various other editors. The Able2Doc PDF to Word app for iOS is a free and efficient solution designed for PDF to Word conversions on the move. With advanced conversion technology and robust servers, it ensures precise, dependable, and high-quality outputs when converting PDF files. To ensure the app functions optimally, remember to enable push notifications. It allows users to convert PDFs into editable Microsoft Word (docx) files seamlessly. Users can import and convert documents from their mobile devices, email, or popular cloud storage options like Dropbox, Google Drive, and OneDrive. After conversion, you can easily edit your files in apps like Office for iPad and QuickOffice, or you can save them to cloud services such as Dropbox and OneDrive. The app is user-friendly, as you only need to import your desired file to initiate the conversion process, which starts immediately. Furthermore, for privacy and security, any processed files are permanently removed from Investintech's servers within a 24-hour timeframe, ensuring your data remains confidential. This combination of functionality and security makes it a reliable choice for anyone needing on-the-go PDF conversion.

Sync Dynamics 365 CRM and SharePoint security privileges to diminish security risk while storing documents/attachments in SharePoint. Limit SharePoint access to the same level as Dynamics 365 CRM security privileges. Replicate any Dynamics 365 CRM security privileges changes in SharePoint. Features Manage Security: Access to SharePoint Folders controlled by the security roles defined in Dynamics 365 CRM Real Time Sync: Auto-sync privileges upon changes in user privileges based on sharing of the record or adding the user to a team Historic Folder Security: Sync the security privileges for existing folders associated with Dynamics 365 CRM records Multiple SharePoint Site and Folder Support: Connect and actively manage files and folders on more than one SharePoint sites and folders Drag & Drop: Friendly UI to drag and drop multiple files and folders to upload them all at once Create Link: Generate anonymous links to the documents to share the documents outside of your organization Email: Email the files directly as attachments or links to documents from within Dynamics 365 CRM without multiple clicks to download and attach the files File management: Deep Search, View, Rename and Delete files from SharePoint provided you

Every individual embarking on their cloud journey typically starts with storage solutions like Dropbox, OneDrive, Google Drive, or iCloud Drive, marking the initial step for most users. In the world of Web3, however, Shadow Drive serves as the equivalent of these traditional platforms. By utilizing any Solana wallet and a small amount of $SHDW, individuals can secure permanent, dedicated storage for their files, with the added benefit of not having their filenames hashed. Additionally, for software developers interested in creating decentralized applications (dApps) that need file storage—whether for generated data or user uploads—Shadow Drive offers a comprehensive SDK compatible with both JS and Rust, enabling seamless integration of storage capabilities into their apps. Furthermore, an RPC functions similarly to a Solana validator by storing data and executing essential tasks, but it does not participate in the voting process for new blocks. It also manages the majority of data lookups on the Solana blockchain, effectively handling the same traffic as a validator while additionally managing the extra load of data retrieval. This innovative approach to decentralized storage is poised to redefine how users interact with their digital files in the evolving landscape of blockchain technology.

Safeguard the data generated through your cloud-based services by utilizing Cloud Backup for Office 365, Microsoft 365, and G Suite. This solution enables the backup and restoration of data from Microsoft Exchange Online, OneDrive, SharePoint Online, and Teams, as well as G Suite services like Gmail, Google Calendar, Google Drive, and Google Sites. Although your organization's SaaS data resides in the cloud, it is not impervious to risks. In cloud applications, the ability to perform granular recovery is not always assured, while the potential for human mistakes is ever-present. Users might inadvertently delete crucial files, overwrite important documents, or introduce malware. Additionally, SaaS providers may not offer a comprehensive cloud backup and recovery solution. Even if they do, there is no assurance that the process will be straightforward, that the data retrieved will be in a convenient format, or that the recovery will be prompt and cost-effective. StorageCraft® Cloud Backup delivers targeted protection for your valuable business data, ensuring you have the tools needed to recover from unexpected data loss incidents. With this service, you can manage your backups with confidence, knowing that your information is secure and retrievable.

Astiga allows you to stream your music collection. Connect Astiga with your cloud storage where you have uploaded your music. Astiga will stream and sync all of your devices. Astiga supports all major storage services, including Dropbox, Google Drive OneDrive, AWS S3, WebDAV (S)FTP, and other compatible services. Astiga is available via the web, the free Android application or any software that connects with Subsonic servers. Astiga's app is compatible with Android Auto and Chromecast. The Astiga App can download your music to listen offline. All major audio formats are supported, and music is streamed at native quality.

Magentrix portal for partner relationship management (PRM) can help you increase the productivity of your channel partners. You can customize the look and feel of your brand. You can control access to standard and customized objects, files, document sharing and eLearning. FEATURES Partner onboarding, Playbooks and Training & Certification, Pop-up Alerts, Deal Registration, Document Management, Content Management and Market Development Funds (MDF), among other things! INTEGRATIONS Magentrix seamlessly integrates with your CRM (e.g. Magentrix seamlessly integrates with your CRM (e.g. Salesforce, SAP, Dynamics, HubSpot, and many more) to provide a single source of corporate data. You have complete control over security and permissions. Intelligently optimizes Salesforce data synchronization for faster data access and high performance. You can extend your portal with the growing number of 3rd-party applications (including Zapier), or you can use the RESTful API for integration.

Document management, workflow, and portal solution with integrations to accountants and tax professionals. Doc.It Suite software helps tax and accounting firms stay organized by streamlining digital processes and automating them. This increases efficiency, workflows, and profitability and minimizes risk when dealing with financial documents.

Digital asset management, commonly referred to as DAM, involves the systematic organization, storage, and retrieval of various digital files, including images, videos, documents, and audio files, alongside their associated technical and descriptive metadata. iBase's digital asset management solution offers a comprehensive package to meet your needs. You can quickly get started with our Express system, which provides up to 1GB of data storage free of charge and without any commitments. If you have a vast or disorganized assortment of digital files that you wish to consolidate for easier user access, our system is ideal for you. Additionally, if you're aiming to enhance the monetization of your digital assets, whether as a picture library or a local authority looking to utilize a rich collection of locally significant images, we have you covered. Furthermore, our platform enables you to manage access to your assets effectively, allowing you to share files securely with clients or vendors while also restricting entry to sensitive content. By utilizing our service, you can streamline your digital asset operations and improve overall efficiency.

Tricent is the #1 file-sharing governance SaaS platform that enables more secure and compliant file sharing within Microsoft 365 (Teams, OneDrives & Sharepoint drives) and Google Workspace (MyDrives & Shared Drives) so you can keep collaborating responsibly. Tricent puts the responsibility of proper file-sharing management in the hands of administrators as well as every member of the organization who shares files: 🚀 Onboard in less than 30 Minutes. ricent gets you up and running swiftly so you can focus on what matters most. 🔍 Get Insights: From day one, gain a comprehensive overview of all files shared and permissions granted—across both personal drives and shared drives. ⭕️ Do Bulk Remediation: Our admin-friendly cleanup tools allow you to tackle file sprawl efficiently. 😇 Empowering End-Users Responsibly: We use automation to involve your employees in the cleanup process. They can continue collaborating while maintaining compliance. 💪🏼 Customizable Governance Policies: Set different cycles for different user groups. Tricent adapts to your unique needs, ensuring flexibility without compromising control. 🔮 Stay Ahead with Abnormality Detection.

Safelink offers secure virtual data rooms and collaboration services to organizations such as law firms and accountancy practices, M&A specialists and financial service businesses. The cloud-based solution allows for secure sharing of highly confidential documents through encrypted data storage and transmission. Safelink is a fully-featured solution that offers granular permissions and full content search. It also includes secure messaging, collaboration tools and page-level document tracking. You can drag and drop files and folders to the system. You can also set permissions to who can view, copy, download and print them. Collaboration and coordination features allow users to create tasks, checklists, comment on documents, and publish notices to other users.

StatementSheet is an intuitive web-based platform that transforms PDF bank statements into organized Excel or CSV files within seconds. Built for accountants, freelancers, and small business owners, it streamlines financial reporting by removing the need for manual data entry. Users upload their bank statements in PDF format, and StatementSheet’s advanced technology automatically extracts and formats the data into clean, structured spreadsheets. The tool supports a variety of bank layouts and ensures consistent formatting for accurate results. There is no software installation or configuration required, enabling quick and easy use. StatementSheet processes all files securely and delivers outputs that integrate seamlessly with popular accounting applications. This makes tasks like account reconciliation, tax preparation, and cash flow management faster and less error-prone. Overall, it helps users save valuable time and reduce financial reporting errors.

Docparser extracts data from Word, PDF and image-based documents. It uses Zonal OCR technology, advanced patterns recognition and anchor keywords. To set up your document parser, there are three steps. Upload your document directly, connect with cloud storage (Dropbox. Box. Google Drive. OneDrive), email your files in attachments, or use the REST API. Docparser can extract the data you need without any programming. Use the options that best suit your document type to select preset rules that are specific to your PDF and image documents. You can either download directly to Excel, CSV or JSON formats or connect Docparser with thousands of cloud applications such as Zapier and Workato. You can choose from a variety of Docparser templates or create your own custom document rule. You can extract important invoice data and then integrate it into your accounting system. Data such as line items, dates, totals, and reference numbers can be pulled.

Cloudsfer offers a seamless solution for copying, transferring, and backing up your files across various storage locations with ease. This versatile migration tool supports both cloud-to-cloud and on-premise-to-cloud transfers, providing integration with over 20 popular cloud storage services including Dropbox, Google Drive, Box, OneDrive, SharePoint Online, and Egnyte, among others. Before initiating your cloud data migration, take advantage of our complimentary analysis tool. With a user-friendly interface, cost-effective pricing, robust security measures, and round-the-clock customer support, Cloudsfer makes the process efficient and reliable. You can transfer files for multiple users while preserving permissions, security settings, and metadata in just a few simple steps. Additionally, you have the flexibility to maintain existing permissions or set up custom ones as required. Our cloud sync service allows you to oversee current files and folders within your destination and execute delta migrations to cloud platforms. Enjoy the benefits of a fast, user-friendly, and secure cloud-to-cloud file transfer experience that meets your storage needs.

Discover why our solution stands out as the most straightforward and cost-effective option available. Unlike other real estate document systems that are overloaded with unnecessary features, we focus on delivering essential real estate document storage with valuable, industry-specific tools. Avoid wasting money on superfluous features that don't benefit your needs. The moment to transition to a digital platform is now, and choosing the most budget-friendly real estate document filing system is crucial. For just $30 a month, you can access a comprehensive document storage solution tailored specifically for real estate without incurring additional costs based on the number of agents or client files. Your only ongoing expense is the monthly storage fee. Our platform allows for seamless broker and agent uploads, easy email sharing, and convenient auditor access. You can download your files whenever you need them. Establish a digital workspace that ensures compliance and enhances collaboration for you, your agents, and your clients. Experience our platform risk-free with a no-commitment test drive. Since 1989, the Key Companies have been dedicated to providing exceptional real estate services to thousands of clients throughout the United States, building a legacy of trust and reliability. Embrace a solution that prioritizes your needs while simplifying your document management process.

UniTrust has introduced the innovative myView platform, which streamlines both mortgage administration and advisory processes, allowing you to dedicate more time to your clients while reducing administrative burdens. Essentially, it means enhanced efficiency in managing your mortgage-related tasks. The myView platform features myView MidOffice, which enables users to oversee the entire administrative journey from mortgage application to finalization at the notary. This system provides a detailed overview of your case, facilitates the creation of digital files for necessary documentation, and offers real-time status updates along with communication capabilities (via HDN or otherwise) among all stakeholders—clients, companies, financial advisors, service providers, and civil-law notaries. Additionally, it encompasses related mortgage products such as risk insurance, bank guarantees, and property valuations, ensuring they are fully managed and tracked within the mortgage file. In summary, myView MidOffice not only provides a transparent mortgage dossier but also automates the monitoring of all timelines associated with your file, enhancing overall workflow efficiency.

Pixevety stands out as a premier media management platform and mobile application designed with privacy in mind, facilitating consent-based sharing and connections between schools and parents. Effortlessly handle your extensive and expanding media libraries through our efficient bulk upload features. Dedicate more of your time to enjoyment rather than organization, thanks to our innovative virtual archivist tools. Ensure the privacy you require when capturing, storing, and distributing children’s images while fostering an exclusive and trusted community to curate remarkable collections over time. Transition school media away from personal devices, allowing for seamless local storage that enables staff easy access and management. With advanced technology and an integrated online photo consent system, Pixevety not only safeguards schools but also fortifies their communities, ensuring a secure environment for all. This platform empowers educators and parents alike, creating a collaborative space conducive to sharing precious memories while maintaining strict privacy standards.

You can effortlessly integrate financial statements into pre-established business templates or input Tax Return information into IRS forms with precision and efficiency. This allows you to devote less time to data entry and focus more on the essential aspects of the loan decision-making process. Beyond the standard analysis of financial statements, TAC CREDIT™ offers an extensive array of reporting options for various types of credits, including a complete selection of Narrative Reports, Comparative Global Cash Flow Analyses, and Stress Testing of significant cash flow drivers. Recognizing that each credit situation is unique, the lending decision plays a pivotal role in both community development and the advancement of your banking institution. TAC CREDIT™ supports a thorough examination of the financial data concerning each business and its personal guarantors. Additionally, it streamlines and enhances the efficiency of your annual review process. Financial data for every business is consistently updated for both interim and fiscal periods, ensuring all comprehensive reports and trend analyses reflect the most current information available. By leveraging these tools, you can achieve a more effective and informed lending strategy.

Experience all the essential features of a document management application tailored for your iPad and iPhone. Effortlessly connect to various devices, including computers, Windows, Macs, servers, cloud storage, and USB drives. You can edit documents directly and set up automatic file backup and synchronization tasks. Additionally, manage your files and folders with the ability to rename them in bulk, among numerous other functionalities. With a streamlined and cohesive user interface, you can easily create, delete, and rename files, as well as perform actions like copying, moving, downloading, and uploading. The seamless connectivity of FileBrowser Professional makes it appear as if all your resources are housed on a single server. On your iPad, take advantage of split-screen mode to effortlessly drag and drop files from a local USB flash drive to your web server's FTP site. Transfer files between Dropbox and Google Drive with ease, or move data from any storage solution to another without hassle. FileBrowser Professional stands out as the single app you need to effectively organize and access all your storage solutions. Effortlessly transfer documents and folders between computers or into your cloud storage using the FileBrowser Professional app on your iPad or iPhone, ensuring your organizational tasks are both simplified and efficient.