The only platform you need to share and sign documents with clients that guarantees security and confidentiality.
Includes:
- Secure document portal for sharing with clients
- One place for clients to go and access documents they need
- Two way sharing
- Utilises the latest cloud technology
- Upload all types of documents
- Gives staff access to documents relevant to their clients only
- Email alerts sent to other party when documents are uploaded/viewed/signed
- Both parties get a copy of signed documents automatically
- Full audit trail of documents generated for signature with unique document ID created for each document
- Works within the main Informanagement system
- Works for firms of all sizes
- 100 MB individual file size
- Largest entry level storage space in the accountancy sector – 5GB
- Sign off documents via mobiles/tablets so even if clients are out of the office they can approve your documents
