Clients can quickly access and electronically sign documents that you prepare for them. The document will even open to the exact spot you need them to sign, reducing hassle and saving time. FACT: users sign twice as fast over the app vs. a web browser. *functionality also available via secure links (no login required).

Clients can view their outstanding balance, invoices, and payment history. They can pay in full or make partial payments. And saved card or ACH information makes it easier for them to pay and pay quickly. 

Your clients can easily capture images of their documents with their phone’s camera. The app will convert them into a professional PDF format (no more screenshots, pictures, or wonky file formats). Clients can also upload images and files individually or multiple at a time from their mobile device or computer from Dropbox, Google Drive, or their hard drive. 

Send your clients detailed to-do lists via client requests, making it easy for them to know exactly what you need from them and when you need it. And don’t worry, we’ll take care of the reminding for you. Gentle pestering is our favorite.

Send your clients pre-built forms to help you gather all of the requisite information needed to move forward on projects. No need to nag them, either. Automated reminders take the burden of following-up off of your firm.

Clients can utilize secure access with multi-factor authentication: web encryption, touch and face ID, and email, text/SMS, and authenticator apps. With multi-factor authentication, they can confidently and securely share and access data from anywhere.

Make any type of communication as easy as possible for clients by housing it all in the client portal– phone numbers, website, scheduling, and emails.