These features are available in all the plans.
Store all employee data, forms and documents securely. Easy to search and retrieve no matter where you work from! Supports field level encryption for additional security.
All paperwork, forms, documents and data of your clients and vendors are securely stored. Supports field level encryption for additional security.
Contacts can login to self-service portal and submit required forms and documents. View status of applications.
Easily build custom forms and set up workflows. Clients can attached files and documents with the forms. Forms can be sent by email to be filled out, signed or reviewed.
Forms can be electronically signed from your email on a personal computer or mobile device.
Store important documents in folders and share with teammates and clients. Separate File Cabinets for each staff and contact, in addition to company File Cabinet. Supports file versioning.
Supports custom fields to keep track and search by multiple parameters of files and documents in the File Cabinet.
Generate & print contracts, letters, certificates, labels etc. with data merged.
Communicate with clients, vendors and teammates.
Assign tasks and to-dos to yourself, teammates and also contacts.
Set reminders for yourself, teammates or contacts. Manage the reminders like tasks.
Premium features for Enterprise solutions