Sonny9Bitskout
|
||||||
Related Products
|
||||||
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.
|
About
Sonny9 is an AI-powered front office solution designed to help professional services firms manage client onboarding, document intake, and communication more efficiently. It automates the process of gathering client information, handling document validation, and asking follow-up questions in real time, ensuring clients provide the necessary data promptly. Sonny9 integrates seamlessly with tools like QuickBooks, Sage, and Google Drive, helping firms automate repetitive tasks, streamline data processing, and focus on higher-value work. It enables firms to manage client interactions effectively by automating monthly intake and offering real-time Q&A to clarify any document-related issues. The platform also performs preliminary analysis, drafts reports, and updates the firm's system of record, boosting team bandwidth and saving time. By enhancing the speed of document processing and improving communication, Sonny9 helps reduce client stress and increase overall productivity.
|
|||||
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
|
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
Accounting, immigration law, and mortgage firms
|
Audience
Professional services firms seeking a tool to automate client onboarding, document collection, and data analysis to enhance efficiency and reduce workload
|
|||||
Support
Phone Support
Not 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
Not Supported
|
API
Offers API
Not Supported
|
|||||
Screenshots and VideosNo images available
|
Screenshots and Videos |
|||||
Pricing
EUR 29/month/seat
Free Version
Supported
Free Trial
Supported
|
Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
|
|||||
Reviews/
|
Reviews/
|
|||||
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
|
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
|
|||||
Company InformationShieldFive
Founded: 2026
Spain
shieldfive.com
|
Company InformationBitskout
Founded: 2022
United States
www.sonny9.com
|
|||||
AlternativesNo Alternatives
|
Alternatives |
|||||
|
|
||||||
Categories |
Categories |
|||||
Integrations
Box
Not Supported
Google Drive
Not Supported
QuickBooks Online
Not Supported
Sage 100
Not Supported
|
Integrations
Box
Supported
Google Drive
Supported
QuickBooks Online
Supported
Sage 100
Supported
|
|||||
|
|
|