A Cloud Document Management system with fully integrated secure Client Portal, Digital Signing, Document Workflow and Online Checklists.
Ultimate Paperless Office with CRM / PM integration
A complete client portal solution and a cloud document management system with e-mail communications and online checklists.
A full cloud document management system with CRM / PM integration
A full-featured cloud document management system with a secure client portal.
A secure client portal with optional Xero integration
Perfect to get you started with file sharing and digital document signing.
Cost (from)
NZ$33/month
Free Practice Subscription
Trial
Partner Program
Affiliate / referral partner program
Support Channels
Mobile Platforms
Accounting Platforms
Integrations
accelo
ACCOUNT KIT
ATO SmartDocs
ATOmate
CCH iFirm
FuseDocs
GREATSOFT
HowNow
iManage
Microsoft Office
MYOB Practice Solutions
Office 365
Reckon APS
Workflow Max
Geographies Served
Australia
Canada
New Zealand
South Africa
United Kingdom
USA
Categories
Client portal
Document requesting
e-Signature
Online document storage
Secure file sharing
Workflow automation
Some details on this page are subject to change. If you see something wrong please contact us here.
Latest news, events, and updates on all things app related, plus useful advice on app advisory - so you know you are ahead of the game.
Stack
Your stack is currently empty...
Start buildingCompare