Features

Features

The only platform you need to share and sign documents with clients that guarantees security and confidentiality.

Powered by ChronoForms - ChronoEngine.com

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
clouds