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About

Receive crucial documentation from customers in minutes. They simply upload or take a photo of their sensitive information and send it across securely instantly. Unlimited amount of document uploads of any size. Upload and send documents from anywhere zero hassle. Auto-edge cropping and dynamic document alignment. Stand out from the competition and offer your customers a seamless onboarding experience. With the platform doing the hard work for you, you can focus on delivering outstanding service. Unchain your staff from the shackles of admin and allow them to spend time building up your customer base. Our clients have seen an increase in sales of up to 35%. Work smarter not harder - dramatically reduce labour and keep business costs down. FastDox cuts postage costs by 95% and helps to ensure repeat business.

About

ShieldFive is document-collection software for accounting, immigration and mortgage firms. A firm sends a client one secure upload link and a PIN; the client uploads from a phone or computer with no account, app or password. Every file is encrypted in the client's browser before upload, so only the firm can open it and ShieldFive stores ciphertext. Firms build request checklists (templates for Form 1040, I-130, I-485 and mortgage applications), see which items are still missing, mark items received, and can add the client's email so ShieldFive reminds them up to twice. On the paid plan and during the trial, the firm's name and logo appear on the client upload page. Encryption is post-quantum hybrid (ML-KEM-1024 with X25519); the crypto core is open source. EU hosted. Free for 14 days, then 3 active requests free; EUR 29 per seat per month. Clients never pay. Intake only: no e-signatures.

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies looking for a customer onboarding platform

Audience

Accounting, immigration law, and mortgage firms

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

£40 per user
Free Version Not Supported
Free Trial Not Supported

Pricing

EUR 29/month/seat
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

FastDox
Founded: 2018
United Kingdom
fastdox.co.uk

Company Information

ShieldFive
Founded: 2026
Spain
shieldfive.com

Alternatives

Alternatives

No Alternatives
Mitek

Mitek

Mitek Systems

Categories

AML Supported
CRM Supported
Digital Signature Supported
Lead Management Supported

Categories

AML Features

Behavioral Analytics Not Supported
Case Management Supported
Compliance Reporting Supported
Identity Verification Supported
Investigation Management Not Supported
PEP Screening Not Supported
Risk Assessment Not Supported
SARs Not Supported
Transaction Monitoring Supported
Watch List Not Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Not Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Not Supported
Segmentation Not Supported
Social Media Integration Not Supported
Task Management Supported
Territory Management Supported

Digital Signature Features

Audit Trail Supported
Authentication Supported
Auto Reminders Supported
Customizable Templates Not Supported
Document Analytics Supported
Mobile Signature Supported
Multi-Party Signing Not Supported
Progress Tracking Supported
Task Progress Tracking Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Not Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Not Supported
Source Tracking Not Supported

Integrations

WWS Open API Supported

Integrations

WWS Open API Not Supported
Claim FastDox and update features and information
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