Easily onboard clients using the Government Data Repository, digitize company documents and certificates, and identify new business and networking opportunities.
Bulk onboard clients to get set up faster
Automate the setup of compliance tracking
Quick access to customer information and documents
Never miss a deadline with automated Compliance Tracking along with the ease of customer onboarding via a comprehensive Government Data Repository.
Onboard clients with the aid of the Government Data Repository
Set compliance tasks on recurring schedules
Search the Repository for new leads or revenue opportunities
Do much more with your resources.
Create, assign and manage tasks with an option to define number of documents
Each task and document to go through a life cycle of upload, review, acceptance, rejection and completion
Dashboard to give an overview of the work done, work outstanding and work to be completed in near future
Free up storage space, upload, and request documents through the Digital Document Exchange, a shared filing system for client data and documents.
Request documentation from clients to be uploaded
Upload and smart search all file types in the shared folders
Create custom filing structures for each client
Stay organised with Consulting Management, keep track of the implementation of decisions made by client’s board of directors.
Reuse structure by creating recurring projects on a schedule
Collaborate on specialised projects with partners and employees
Templated project structures to save time