Teedy Reviews

Document management software that allows you to focus on the important work by organizing your documents correctly the first time. EDi Web Lite is an online version that allows you to access and download documents. You can organize all your digital files by department and create folder structures to ensure you never lose a document. You won't have to wonder if everyone is working on the most recent version of a document. EDi facilitates collaboration and stores every version of your documents. Set permissions for cabinets, records, documents. Know who has access to information and what actions they have taken. Our powerful search engine will help you find both your documents and their content. EDi allows you to combine multiple documents into one PDF document or split a PDF by simply selecting individual pages and clicking one button.

You can increase engagement, work with your client's professional network and family, and get enterprise-grade security. A leading NYC-based fintech consultancy firm has recognized us as the "obvious choice" for organizations due to our focus on estate planning and a simplified user experience. Poor document management experience prevents client engagement. Engage clients proactively. Receive notifications about client activity. Prioritize their needs before you make any requests. Collaboration is possible outside of the existing portals (using email and cloud drive links). You can save hundreds of hours of wasted time. Real-time sync with existing cloud drive storage reduces admin time. Emails without attachments and links are less risky for security and compliance. Client inquiries are reduced by a simple, clean interface. Existing portals limit collaboration beyond the main client contact. Collaboration with third parties is possible. Permission-controlled access allows access to the right contacts.