Content Snare Alternatives

Whether you have thousands of documents or millions, Pdftools has the products and services to help make processing a breeze. Designed for document-heavy industries, Pdftools’ suite of SDKs and APIs are here to make your document workflows easier, faster, and stress-free. Built on SDKs and APIs, the Pdftools products integrate seamlessly into your existing (or new) systems and applications. Process thousands of documents every minute. Our tools are precision-engineered to be efficient and run at blazing speeds. We’re engineers at heart, so we’re only satisfied with the most reliable, orderly, and usable, and well-documented platforms. Shrink file sizes down, but keep the quality and interactivity. Your documents will always be compliant for long-term archiving. We’ve obsessed over every detail in our products, and documented everything so it’s easy to get started.

Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. 2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.

Manage deal flow and document chaos effortlessly with our customizable and secure portal. Finally allow your staff to focus on deals and not documents. With a single, secure portal, teams can easily track loan status, automatically name and package documents, and access online support systems to navigate the lending cycle efficiently. Chase down deals not documents; Cirrus is designed to streamline collection of documents into one, simple interface. Checklists, collaboration tools and flexible workflow make for less friction and more transparency, every step of the way. Streamlined deal flow and documentation lets you and your team close more deals—faster.

Flowzone is a powerful job and project management system. It's the simplest way to organize work across your team or with your clients. If you're looking to manage projects, processes, information, communications, documents, assets, workflows or more, Flowzone can do it all for you in one place. Flowzone will become your centralized system through which everything flows - making your day-to-day management stress-free and under control. Flow zone is a flexible, customizable solution that fits in with how you want to work. No more confusion over where the most recent version of any file is. Everything is in one place and accessible anytime. Easily save, share and manage the documents you are working on. Multiple spreadsheet views that give you all your project information in real-time. Single or multiple workflows to keep everything on track. Forms that respond to the users or different types of work.

Simplify, Automate & Grow Your Business. Integrating Accounting Practice Management systems to give you stress-free, time saving Document Management with intelligent automation. OnePractice Document Management is a collection of sophisticated cloud-based tools uniquely designed to help you save time and create efficiencies, so you can spend more time strengthening client relationships and generating more revenue. The suite includes: Templates. Create beautiful documents & spreadsheets using live data from your practice management software & real time data using a simple set of prompts. Mail. Easily save emails & attachments from Outlook desktop & online, to the client folders in your document center with a few simple clicks. Mail Templates. Simple creation of emails with the option to attach files from within your document center. Populate with live practice management data & input real time data using prompts.

Vertex Case Manager is a cloud-based electronic case management software solution. Vertex Case Manager was created specifically designed for agencies like yours that serve people with disabilities in the community, employment, and residential settings. The Vertex Case Manager gathers information from every step of your client’s tenure from enrollment thru discharge. Through our social work case management software, information is gathered as clients attend and advance through your programs. Users can enter service time and progress records throughout the day. Missing or incomplete documents trigger a reminder to service providers to help maintain compliance. Our case management system allows for your user experience to be stress-free and keeps your agency organized and documentation compliant. From the dashboard, users see notifications, mark arrival times, and edit records all in one location.

Inspire your clients by sending them beautiful content rich trip itineraries and proposal that they can access directly from a web browser. Pull content from your library of images, past trips, accommodation, etc. Also, no need to edit, save, attach, email word documents. You can make changes to a clients proposal in real-time. Manage your clients and leads as they flow through your sales process. This highly configurable module allows you to set up the platform to match your sales process and tracking protocols. Allow your clients to access their itineraries offline using the a branded mobile app. Oasis allows you to collect passenger information, collect and share documents, share custom notifications, as well as track flight status in real time. Using the mobile app your customers can access all of this information offline while traveling.

When applicants upload their documents for you, you no longer need to sift, sort, scan and upload towering stacks of files and documents. And once your documents are online they are quick and easy for your team to access, no matter when or where your team needs them. The time and cost of meeting people to collect their documents is significant - doubly so when documents are missing or incomplete. With Haven Connect’s secure online document collection, you can eliminate these costly and unnecessary appointments by allowing your applicants to upload their documents for you. Documents that are stored online and automatically attached to applicant files are inherently more organized and easier to audit. You no longer need to chase down paper documents that have been misplaced or lost in the shuffle. Haven Connect can help disaster-proof your applicant files and documents by storing them securely in the cloud, protecting critical parts of your business from fire, flood, or loss.

Nothing can drain the efficiency out of an organization more than manual paperwork— and the inevitable errors that come with it. Q-Action® has helped hundreds of offices, both public and private, achieve maximum efficiency in their workflow. That frees them to do more important things…like better serving their clients and customers. What is Q-Action®? It’s a commercial off-the-shelf ECM solution that lets you centralize documents into a single repository and tailor your workflows, enabling you and your organization to shorten process times, eliminate paper, and improve collaboration across teams. In short, it makes quick work of document management.

Phone Manager gives users the tools to communicate quickly and easily, allowing them to be more productive. Phone Manager has a range of features to suit different environments; from contact views, directories, and chat to aid communication with co-workers to agent control and tool-bars for making contact center workers more productive. Stay connected with colleagues and clients when out and about or just away from your desk. Phone Manager Mobile allows users to stay in contact wherever they are, ensuring important calls are not missed. Presence profiles not only let users communicate what they are doing but also allow them to control how they can be contacted, routing calls to mobiles/softphones or placing them in do-not-disturb if with clients. Whether chasing payments, calling potential customers or reminding clients of appointments, our outbound calling solution simplifies the process.

PSIsafe’s rich features are configurable, flexible and scalable, allowing it to work in parallel with existing workflows, processes and company culture. No steep learning curve or an initial drain on productivity. Additional modules and integration tools offer functionality for mobile document access, accounts payable automation, secure information sharing, third-party integration, advanced capture and more. Available in the cloud or on-premise, PSIsafe offers enterprise-level document management and workflow capabilities True Business Automation: Do more with File Change Scheduling, Effortless Sharing of docs with non-users, Automated workflows, and Forms Management. Access client information during an off-site meeting or collect a legal signature from your phone or tablet. Make the mission-critical documents stored in PSIsafe accessible in nearly all Windows-based enterprise applications without losing security, audit trails and version controls.

Mystro is a simple data collection and client onboarding tool built for speed, flexibility, scale, and growth. We bring together everything that's required to onboard clients and collect their information. Mystro products provide a flexible, modern and straightforward client-facing experience that satisfies today's customers' demands, saves you hours per deal and represents your business in the best way possible. Mystro makes complex forms simple and beautiful. The easy-to-use and feature-packed form builder lets you quickly create conversational multi-page online forms or start with pre-configured templates. A feature-rich document collection and eSign system will completely automate your document collection processes with auto-generated checklists, PDF merges, Digital Signatures and reminders.

Pull from our library of different note templates and treatment plans, customize what’s there and use our form builder to put together entirely new templates from scratch. Own your workflow, you can enter notes and document findings on your terms from the calendar, the client's chart, or even in-session. The client portal makes it simple for your clients to keep up with their scheduled appointments, join video sessions, access homework assignments and submit payment. Satisfied clients progressing with their therapy are much more likely to refer new clients. Make it an easy decision to refer a friend, with the TheraPlatform client portal.

We've been there - trying to grow a private lender only to spend countless hours dealing with chaos. And guess what? We decided to do something about it. So, we built Alfred, an end-to-end technology platform that drives your entire private lending business. Everything from the complex underwriting and tedious loan document generation to one-click investor distributions and earnings statements. We want you to focus on what truly matters: build relationships, close deals faster and grow. While real estate will continue to be complex, you won’t miss any deals because of it. The bedrock of the lending industry. We know this and our customers can tell you, Alfred builds deep trust with their investors and borrowers. Investors love the transparency Alfred provides. Borrowers become repeat clients because working with you is fast and seamless. Great lenders require great technology and security that can keep pace with the world today.

A simple set-up wizard to seamlessly connect with your accounting software. No complex integrations, no manual data imports. It automatically pulls the invoicing data with the auto-sync feature. Quickly create a customized action timeline to define automated reminder schedule along with the time intervals. Pre-defined email templates that are easy to customize based on your requirement. Once ONE Collect is in action, you don’t have to worry about following up with your customers. It automatically chases payments and ensures shorter invoice to cash cycle, accelerating your collections process. ONE Collect tracks unpaid invoices automatically and reminds your customers to pay. You get complete control to customize communication, from defining follow-up schedule to setting the tone of the reminders. Invoice details are included in every reminder so your clients have all the details handy. Saves time, helps you keep customers happy and get paid at the same time.

IRISTRACE is a digital tool that facilitates and optimizes the collection of data from inspections, controls, checklists and the subsequent analysis and use of the information collected, all personalized and adjusted to your needs. Our goal is for the user to collect the data only once, avoiding paper notes, WhatsApp groups, confusing manual tables in Excel and documents scattered over a thousand emails. With IRISTRACE you will save up to 50% of time in the execution of internal audits, you will avoid spending long hours transferring the results to a database or creating graphs, and you will obtain the perfectly classified and organized results saving up to 80% in the generation of the reports . In addition, you will avoid falsification in the collection of data, something that can have serious consequences for your business. Visualize and follow the data collection in real time.

Clinical Info Solutions’ medical billing services are a complete, one-stop, full-service medical billing solutions. We are one of the top medical billing companies in the USA, offering medical billing, coding, revenue cycle management solutions and medical credentialing. Clinical Info Solutions is here to maximize your collections as much as possible while simultaneously eliminating your financial and human resources headaches, so you and your staff can focus on delivering unsurpassed patient care. We offer innovative medical billing services which are far more efficient and cost-effective than what is standard in the medical billing industry. We can logon to the client’s server remotely and utilize your software to conduct all medical billing operations. In this model, all the data and documents reside on the client’s server, which gives the client complete control of the billing operation.

Pipefile streamlines the collection of personal, financial, or otherwise sensitive documents for business professionals. Pipefile streamlines the collection of personal, financial, and otherwise sensitive documents to keep your business moving. Create a checklist or leave it open-ended. Save your templates to make it super simple to request standard forms. No usernames or passwords required. With reminders, documents always show up on time. Pipefile will automatically remind your clients so you don't have to. Just sit back and wait for everything to arrive. You'll receive an email once everything is ready. Just click the link and download the documents directly from Pipefile or sync with your existing cloud storage. Your security is our top priority. All files are stored with 256-bit AES encryption. Additionally, we offer custom PGP key management to give you complete ownership of your data.

If you’re like most firms, you spend a lot of time waiting for clients to send you documents. You probably also waste countless hours searching for things across multiple different platforms. Stop chasing clients for documents and give them an easy, secure, mobile file-sharing app they’ll love. Client Experience 2.0™ begins with Liscio. And the best part is that accountants and bookkeepers can move a lot faster with Liscio. Liscio is a modern, secure, mobile solution for firms to communicate with clients and exchange sensitive information, eSignatures, and documents on the go. Clients want to text. And it’s too easy for urgent business to get buried in email. Liscio’s Real-Time Messaging is a secure hotline between you and your clients. Always know the who, what, and when with easy-to-track progress and ownership. Client-facing tasks with text alerts and automated mobile reminders for overdue items keeps clients on schedule.

Testimonial Tree is the leading online reputation management company. Our testimonial software makes it easy for you to collect authentic testimonials from your happy customers and automatically share the best stories online to attract new customers. Our solutions for enterprise organizations, small to mid-size businesses and individuals are empowering professionals throughout many industries. You decide when a testimonial request goes out to your client and which responses get posted online, automatically. You don’t need to do anything new. Let your best clients do your marketing by posting happy reviews on their 3rd party accounts and their social networks. Gain insight into what matters most to your customers. With custom surveys you can improve operations and customer satisfaction. Own the 1st page in Google results! Your reviews, testimonials, and essential business info get listed in our directory to boost your SEO.

Transform your Interview Experience. Build a stellar employer brand. Hiring should be enjoyable, easy and purposeful. That is why mathilda is designed from a 'user-first' perspective, to create a groundbreaking and intuitive solution that simplifies and shortens the hiring process. From Agency to Recruiter to Candidate, mathilda is going to be your best hiring buddy in your recruitment journey. Spend time chasing talents, not feedbacks. Reduce the chaos with us. Let mathilda® prompt you what’s overdue, chase your unresponsive colleagues (nicely, of course), automate the progress and manage all the coordination required to move a candidate to hire. My Day-In-A-Glance prioritize your urgent tasks for you, makes your day more productive and focus. That's a good reason to smile!

The loan process should be as stress-free and pleasant as possible. That’s where our Loan Origination suite (LOS) comes in. Designed specifically for Canadian Credit Unions, LOS is a full-service software with fully integrated third party. which will cut the time to complete the loan in half (or even a half of a half). No longer a daunting task, Technicost makes learning your clients’ loan eligibility fast, simple and extremely efficient. With our fully integrated system, you can do it all yourself. In just 20 minutes you’ll know if your customer is eligible for a loan and for exactly how much, leaving you more time on your hands than you might know what to do with. Long lunch break? Think of it as a simplified, one-stop shop for credit unions, allowing you to oversee the status of all pending loans, and reduce document preparation costs and processing errors. But that’s just the tip of the iceberg.

When it comes to protecting your company from cyber threats, the devil is in the details. Great analytics requires great data, and great data requires great data collection. This is why log collection cannot be an afterthought for your organization as it can be for too many security providers. So we built Snare with an obsessive focus on log collection. Companies all around the planet choose Snare for their log collection and monitoring for this very reason, even when they choose another vendor for other aspects of their SIEM. When it comes to MSSQL databases, Snare has a dedicated MSSQL Agent that tracks sensitive data access, tracks all SQL user activity, masks sensitive data and provides a critical separation of duties between DBA / Administrators and security teams with activity monitoring.

Taxjoy lets you communicate with your clients in a streamlined and secure way. All messages are organized by client so you can easily find what you are looking for. No more searching through emails. And, all messages are sent, received and stored in a secure manner, removing the security risks of using an email app. Taxjoy lets you and your clients share documents easily and securely. All documents are automatically organized by type (W-2, 1099, etc.) to make the tax preparation process easier. You don’t have to look through your emails anymore to find what you need. Taxjoy lets you assign tasks to your clients, yourself or other team members. No more excuses for anybody to miss a deadline.

Create video, build microsites, run campaigns, track everything and sync back to your CRM. Recording a video can be stressful. OneMob makes the recording process as easy and versatile as possible. The best-performing videos are as personal as possible. Need a way to make and send personalized videos to dozens or hundreds of customers? OneMob makes it possible. Try our robust sales engagement platform to create more meetings, pipeline and revenue! Upload, manage and maintain all your sales and marketing content. Build company and client branded, personalized web pages of content. Send up to 2500 personalized emails, amplified by video. Generate branded links and share them through any channel. Track opens, clicks, watch time, document downloads, button clicks, etc. Collect text and video responses, all logged back to your CRM.

HappyAR is a SaaS solution that integrates with leading accounting and ERP systems. It was launched by a couple of experienced business owners that got tired of manually chasing clients for money. We organized our processes and designed an integrated tech solution to address this widespread problem. HappyAR was born out of the need to improve the way accounts receivables are handled. No more reminders. No more guessing if recipients have viewed an email. Now there’s better visibility, better compliance, and a much better and faster way to go paid. Do you know for sure if your invoice recipient actually got the document in the first place? It could take weeks or even months to realize they aren't even there anymore or the message went to SPAM. HappyAR eliminates the guessing with better visibility and insights across communication channels.

Save yourself hundreds of hours chasing your tail with expensive SEO tools. Try RightHandMan.io for just a fraction of the cost, and none of the overwhelming confusion you’ll find in other SEO tools. We make website audits intuitive, understandable, and simple, so your blog can grow faster. When creating an account, you will first tell us your website. As soon as the account is created our site audit will begin. You will be notified when the first results are in, typically within 5 minutes. We don’t just dump tables of data onto you. We analyze the data, highlight what needs attention, and explain exactly why it needs attention. Each issue is ranked so you know what's important, and what can be left for a later date. So now you've completed the SEO audit, and understand the results, it's time to fix you issues and grow your traffic. With RightHandMan, we tell you exactly how to fix the issues in just a few sentences, to ensure you don't feel overwhelmed.

Inspector is an easy-to-use mobile app that simplifies FSMA, OSHA, GFSI and other standards to simple mobile checklists that farmers love to use to collect data in the field. App data is streamed real-time into a dashboard so managers can see status and track corrective actions, across all farm sites. With real-time information at your fingertips, it’s easy to manage compliance documentation, make smarter, faster decisions and minimize risk.

Leaders in advertising management. Chase software's distinctive line of agency management software deliver cutting-edge tools and best practices for agencies across the globe. Creative, media and finance software From small to large, companies use Chase to manage projects, capture time, buy media, bill, collect payments and increase profitability. Manage you team remotely with Chase collaboration tools. Real-time systems managing jobs, media, documents, engagements, traffic, time, workflows, archiving and costing with minimum input and maximum efficiency. The world’s biggest groups trust Chase to manage their agencies’ end-to-end operations. Corporate Departments. Leading businesses depend on Chase to get the most from their advertising budgets. Small Agencies. Hundreds of small agencies are busy becoming big names using Chase’s core features. Chase Software's distinctive line of agency management software and support services deliver cutting-edge tools and expertise.

Your entire conveyancing transaction on one cloud platform. Offer a digital experience to your clients by replacing paper forms with flexible and easily configurable online forms. We appreciate every firm works in different ways. Our customizable workflows allow you to design how you work but ensure your staff members work in the same way. Allows clients to receive quotes our of hours. Enables partners to refer and quote on your behalf. Give clients a personalized quote in seconds. Our APIs and Webhooks enables you to do even more through third-party integrations. It allows you to create, read, write, upload, or trigger actions from other software, or have InTouch trigger actions in them. Save time and money by allowing clients to sign documents electronically. Progress on each matter is automatically sent to your clients, keeping them up to date and happy at all times. Reduce progress chasing phone calls by 40% by keeping your clients and stakeholders informed via our online portal.

Design unlimited professional reports yourself. Rule-based automation to publish and distribute reports. Archive reports for compliance needs. Sweating over last-minute changes in the report or planning months in advance to build a new performance report? Creating and editing of reports is such a big pain, takes days, uses complicated and costly report-writer tools. Are you in Stress of Handling Humungous sensitive data or struggling with data inconsistency? Sending reports isn’t tough but making sure data is set-up correctly takes a hell lot of time. Audit means all other work comes to a halt. SEC/FINRA Audit comes with extensive pressure. Also, important documents sent to clients can’t be found in email or in files when any audits take place. In the wealth management domain for financial advisors, client experience and communication is the second most important thing after advice. Our full-featured wealth management reporting software for advisors “Reportwa” aims to ease reporting.

Your ultimate backup solution for your business and personal needs. Our features are designed to provide you with the best backup experience possible while ensuring that your data is safe and secure. One place to store, organize, and back up your data in. A leading cloud storage solution that is totally developed and enhanced by Jordanian resources and hands. What makes Genie9 different is the number of cloud solutions that were developed based on the market needs. Say goodbye to data loss and limited storage, secure your precious memories, essential documents, and valuable data today. Rapid & secure backup for your photos, videos, documents, and more. Effortless scheduling for automated, stress-free backups. Our backup software sends you email notifications about alerts, backup status, system alerts, and other important information.

Finally. One place for your clients to select, comment and receive your photos Deliver your clients finished photos faster by removing all the soul-crushing editing admin. Your clients are going to love you. Clients select, check! No file lists. No back and forth. No email, WhatsApp or voicemails. And no more mistakes. Let your clients easily select their photos with one click. Then automatically pull their selection into Lightroom. Better quality feedback with markup and comments. Need clear direction? Our powerful markup and commenting tools mean your clients are never lost for words. Improve clarity, avoid confusion, save time.

ManagePlaces was launched in 2013 as a simple but elegant project management platform helping businesses manage activity, teams and documents. Since then, the software has evolved and flourished, and is now an award-winning, state of the art platform that automates project workflow, manages project finances and eliminates risk. They are on a mission to revolutionise the way construction businesses manage their projects. ManagePlaces has been designed to modernise project management and address the frustrations that construction companies encounter. Their team is dedicated to making all aspects of their clients' projects as simple and efficient as possible. From project & task management to team collaboration and finances, ManagePlaces really does make project management stress-free.

How it works Prior to using briq.works projects are managed through the use of spreadsheets, emails, file sharing, note pad to do lists, charts on the office wall. Communication is sporadic. Clients are always chasing for information and updates. Keeping on top of all projects with information in different places is like spinning plates at the circus.. After adopting briq.works all projects have a home and life is calmer. Your practice can see who is working on what project and at what stage they are at. Each project has a programme of work showing the stages, key tasks, who they are assigned to, due dates and dependencies. Clients feel reassured that they are in safe hands. They like having access to a real-time view of their project plan to track progression and dependencies. They appreciate getting notifications when things change and having a central place to find project related documents and information.

We transform workflows for corporate legal professionals working on deals by eliminating the soul-crushing, manual labor that makes up a large part of the legal transaction process. With dealcloser, do your work anywhere while getting it done efficiently and on time. Never manually create a closing book or track down a signature again. Focus on what really matters, advocating for your clients. We’ll handle all the painful parts of a deal so you can leave the office at a reasonable time. We're the fastest-growing transaction management company in North America. It all starts here. Build your deal’s closing checklist in deal closer instead of using a static Word document. Upload documents to deal closer and watch your clients sign in real-time! Use deal closer to get all your documents signed easily and quickly. dealcloser can also generate signature pages for you!

Create customisable, professional invoices in seconds, and allow your customers to pay instantly. Remind customers or chase late payment with inbuilt automation. Reduce the time between sending an invoice and receiving payment using online invoicing. It can make a huge difference. Create professional invoices and customize them using your company logo and color scheme. You can choose the information you want to display on your invoice. Attach any documents to your invoice. Ready to invoice your clients? Use our easy-to-use free invoice templates to get started. Create your own invoice template. Create credit notes for customer refunds. Easy to use interface helps you to create credit notes within no time. Ability to allocate credit notes against invoices or record them as money-out transactions from the bank. Recurring invoices save your time by creating invoices automatically on defined intervals. You can also tell the system to mark those invoices as paid.

OpusTime does it all. Appointment, billing, expense and note taking management, combined with a simple and powerful communication system that will have your business perfectly in tune. Let your clients book themselves, saving you precious time and resources! OpusTime takes stress out of business by turning clicks into confirmed appointments even when you’re not available. Lightning-fast communication, appointment reminders, client follow-up messages and much more from a single platform. With OpusTime, you won’t miss a beat! OpusTime’s simple yet powerful invoice & payment management will make you more efficient than ever. It allows you to track expenses instantly with utmost clarity. OpusTime lets you store all documents virtually. With simple drag & drop, you can keep all your clients’ information and files safely in one single place!

For field operations managers, keeping your workforce focused, updated and compliant while working at remote sites can be a challenge. Re-flow makes chasing emails, paper trails and endless phone calls a thing of the past. Our field management software puts you back in control with real-time job, document and workflow management, showing you where your team are, what they’re working on and what information they’re collecting. Companies in construction, highways, landscaping, civil engineering and telecoms use Re-flow to improve operational efficiency, save time and money and stay focused on getting the job done. A simple, easy-to-use, interface that makes sending, receiving and reviewing data between operations and team members, frictionless. Real-time job progress and data submission allow managers and teams on the ground visibility of what’s been completed and what's required, enabling reactive data-driven decisions in the field.

Toggl Plan makes for happy, stress-free, and profitable teams. Even when juggling multiple projects. With Toggl Plan you can quickly create color-coded timelines of availability, projects and deadlines. If plans change? Just drag, drop, and get on with your day. Work timelines help you understand how busy your team is, how work is progressing, and where there’s room for new projects. Toggl Plan ensures everyone has the right amount of work and deadlines are spread out. Timelines can be shared with two clicks, which makes updating clients & stakeholders a breeze. Managing your team's work with Toggl Plan is simple, quick, and bloat-free.

Our customer management section, allows you to keep track of owners, suppliers, clients and partners. Available online anytime, never be without that important number again. The lead management console is the hub of the activity it is here that you log each enquiry and nurture through to a booking, the system allows you to track all enquiries and track all communication. Log callbacks, set todo's and reminders and chase those stalling opportunities. Online booking engine: Accept bookings online, take bookings over the phone. System automates Rental Price and commissions, include discounts or agent fees and holiday extra's. Our advanced communication system will ensure your admin is streamlined automating those mundane tasks and ensuring everything is perfect on arrival.

Working smarter is so much better than working harder. Closing deals is way more fun than losing them. Give your clients the experience they deserve. Give yourself a competitive advantage. Propel your mortgage brokerage business with BrokrBindr. BrokrBindr is a great value if you use merely as an alternative front-end to Filogix. No time-outs, easy to navigate, and the data is safely secured in an account you control (consistent with the consent given to you by each of your clients). You will continue to use Filogix to run your credit-pulls, and to submit completed applications to lenders, and BrokrBindr will make every step easier, faster and more consistently reliable. Preparing emails to request condition documents is probably taking you twenty minutes. Cut that to twenty seconds when you select a personalized, branded email template and which auto-generates the list of condition documents for you. Provide the personal touch. Impress clients with your professionalism.

Collecting electronic files from your clients is hard work. They don't have the same software. Email is messy and insecure. Use a branded upload page with drag and drop functionality to gather and organize content. Spend more time on important tasks and less time worrying about logistics and security. Easily receive digital documents, photos, and videos from clients no matter what software they use. All uploaded files go straight to your cloud storage and are collected under your client's name. No more lost files and time-consuming searches. File Request Pro connects with OneDrive, SharePoint, GoogleDrive and Google Docs. Get set up in 5 minutes. Organise personal details, bank statements and other financial documents direct in your cloud storage. Improve the customer experience and spend more time on your core competencies. Lending and mortgage. Spend more time closing deals and less time on paperwork. Quickly collect and organise bank statements, ID documents, pay slips.

Introducing Zapa Client Portals, the easy solution for managing client documents. As a CPA, gather documents faster during tax season. As an attorney, manage documents and communication in one place for more profitability. The portal allows clients to upload documents, provides a checklist of necessary documents and deadlines and gives self-service access to their files. It's secure, reliable and user-friendly. Upgrade your client management with Zapa. Try it now! Zapa Client Portals is built for small business owners such as accountants and attorneys who need a secure and efficient way to gather, organize, and share client documents. These professionals often work with sensitive financial and personal information and need a reliable solution to keep this information secure while also streamlining their workflow. The portal is designed to provide a user-friendly interface for clients to upload documents, a checklist of necessary documents and deadlines, and easy self-service access.

TaxWise streamlines your E-filing and fee collection process from start to finish. Manage your clients’ documents digitally, and offer largest variety of low-priced bank products. Process returns quickly and easily for beginners and experts alike. Save time with error diagnostic tools built into the interface. Navigate e-filing errors with links to forms needing correction. Test a variety of tax scenarios for your clients with the “What if?” mode. Save test scenarios for future reference. Advise your clients on deductions or capital expenditures with planning and advisory tools. Diversify your staff and clientele with TaxWise’s comprehensive Spanish features. Leverage over 60 forms and schedules in Spanish, on-screen and in print. Get bilingual product support to ensure your team always has the help it needs.

Consolidate all of your online resources into one user-friendly platform without the confusion that is often associated with sharing online. Eliminate the need for endless searches for documents and resources. With our software, your team can focus on what really matters: delivering results. Say good-bye to unintentional mishaps, misplaced files or lost documents. Share your binder without having to compromise your control. LiveBinders' consistent binder structure provides easy and reliable access to content every time its opened, giving stakeholders the confidence to find what they need even weeks or months down the road. Paper is expensive, hard to update, and bad for the environment. With our software, you can be proud of your organization's commitment to sustainability and efficiency. Eliminate messy folders and email attachments, and leave a lasting impression on your clients and colleagues.

​ezidox™ is a​n award-winning​ document collection and management platform for businesses that need to collect​, verify and securely store​ multiple documents ​from their clients​ or other third parties as part of a complex transaction​. ​Mortgage applications, procurement, compliance, employee on-boarding and management, professional services​, government departments, etc. ​ezidox™ makes document collection faster and simpler for ​both Collectors and Senders. ​ezidox™ ​tracks the complete process so that ​both parties know exactly what stage they are up to, and receive regular reminders until the process is complete. The entire transaction is then auditable if required. ezidox™ is customisable so that ​Collectors can specify the names of documents need​ed​ and group them any way that suits so that ​documents are grouped and indexed according to the establsihed workflow. ezidox™ is a vital growth ingredient for our clients.

We created a cloud-based solution that puts all your renewal information in an easy to use dashboard so you can track your maintenance effectively and never miss a renewal again. Our powerful dashboard highlights what’s coming up so you can plan cashflow and communicate with vendors before their due dates. Having all your data in a secure, cloud-based application means you no longer need to keep track of spreadsheet versions or waste time sending screenshots to your accounting team. Stop the madness of chasing down late clients or trying to calculate maintenance dates throughout the year. Having all your data in a secure, cloud-based application means you no longer need to keep track of spreadsheet versions or waste time sending screenshots to your accounting team.

Our Smart Questionnaires assess clients for various immigration programs and also collect data needed to populate Immigration Forms (including barcoded). Generate your Letters and Retainer Agreement using our templates. Allow your clients to track their immigration process, submit documents and make payments using our client portal. Manage all your client documents in one place. 256-bit enterprise-grade encryption and an isolated database instance for your company ensure maximum security to protect your client records. Your account will be locked for too many failed logins and our CAPTCHA control will prevent automated attacks.

The Social Collective’s software solutions aim to maximize the sustainable impact of the world’s ESG investments. By providing structure and process for Monitoring and Evaluation (Impact Reporting), our clients are able to continually quantify the impact and sustainability of their programs. Our cloud-based solutions assist organizations in understanding and improving the efficiency of their impact investing. Keeping track of applications, implementation, and reporting in relation to funding or donations while ensuring the correct supporting documentation is updated. All via an easy-to-use and supported online portal. We provide a secure online portal, with data verification controls in place. Your data is kept safe with our solutions and can be clearly compared to tell your impact story. Solutions to track all program types. If your data needs to show impact, we are the solution.