Secure Sharing
Secured storage facility with bank-level security within your practice management software. Send, receive, and share documents through dedicated client portals without any security concerns.
Anytime Access
Automatically store your documents on the cloud and access them from anywhere and at any time. That mean’s you will never have to wait or ask for an update.
Paperless Practice
Digitize your documents and move to a totally paperless practice. Attach scanned copies of your source documents to tasks for more efficient and productive workflows.
E-Signatures
Get your documents digitally signed by your clients. E-Signatures powered by Knowledge Based Authentication (KBA) for safe and secure transactions.