- Add collaborators to get assistance completing tasks or have someone else complete tasks when you are not available
- UploadOnce can request third parties to upload files and help you cut down on the time spent chasing documents.
- Templates to simplify requests for documents and make it easy for your clients to provide the right documents.
- Communicate with clients, collaborators and third party information providers to cut response time
- Submit documents to multiple internal or external approvers or business partners instantly to upsell, cross-sell and reduce turnaround time for your client
- Dashboard to manage progress and proactively help clients supply documents
- Store documents in Australia to do business in the go
- Password-protected documents are conveniently named at upload for easy access.
- Each client is assigned their own digital folder so they can re-use documents at will to cut administration
- Instantly allocate and reallocate open tasks and responsibility for clients as your team evolves