File storage
Documents are organized into different sections — separate your own proprietary docs and spreadsheets from client files.
Everything is conveniently stored in one place, providing easy access for your entire team depending on the user rights you set.
256-bit advanced encryption standard
Unlimited Cloud-based storage space. No upselling or extra costs later on down the road for additional space.
Secure 256 bit SSL Encryption always keeps sensitive data and client information safe and sound.
All data is stored based on your country’s legal, financial, and data protection standards.
3rd party sharing
Need to forward an important document to a lawyer or financial advisor? Don’t send insecure e-mail attachments.
Securely share documents with 3rd parties and provide expiring links for added security measures.
Don't worry,
it'll be easy.
Real people to answer your questions.
White-glove setup & onboarding.
Import tools to transition quickly.
Unlimited contacts, e-sign, storage.
Try a 2 week trial today, no credit card required.
