Document Management and Workflow Automation for Your Business

Automotive

Store all your Car Deals, Employee Files, Service Repair Orders, Parts Invoices, Warranty Claim Submissions, Accounting Paperwork or any kinds of documents in the cloud.

Accounting

Improve your workflow as an accountant or accounting firm by using a secure, branded client portal to collect source documents, organize client data, and share files with ease.

Construction

Construction encompasses various activities, including design, planning, procurement of materials, site preparation, and actual construction work, such as excavation, foundation laying, framing, installation of utilities, and finishing.

Education

Education encompasses a wide range of subjects and disciplines, including academic subjects, vocational training, arts and humanities, and physical education. It plays a fundamental role in personal growth, societal progress, and the advancement of knowledge and innovation.

Finance

Financial information, investment paperwork, policies, and tax documents are endless when you run a CPA firm. Securely save all that paperwork and have it at your fingertips with a click of a button.

Legal

Legal principles and rules govern various aspects of human interactions, such as contracts, property ownership, criminal behavior, and civil disputes. The legal system provides a framework for resolving conflicts, enforcing rights, and maintaining order in society.

Manufacturing

Manufacturing encompasses a wide range of industries and sectors, including automotive, electronics, textiles, food and beverage, and more. The manufacturing process typically includes activities such as design, procurement of materials, production planning, assembly or fabrication, quality control, and distribution.

Real Estate

Real estate is a significant asset class and can be bought, sold, leased, or rented for various purposes. It plays a crucial role in housing, business operations, and investment. Real estate transactions involve legal considerations, such as property rights, titles, and contracts.

Retail

Retail involves the final step in the supply chain, where products are made available to the end-users through various channels, such as brick-and-mortar stores, online platforms, or a combination of both.

Funeral Homes

Securely store and access various documents like Register Books, Employee Records, Index Cards, General Price Lists Contracts, Death Certificate Receipts, Autopsy Paperwork, Legal Forms in seconds.