Exchanging confidential information quickly and securely
Consulting companies deal with a huge number of financial and confidential documents sent by clients via various, often unsecure channels. They have to ensure safe storage and secure processing of these files, and to provide clients with reports to be agreed on.
The chain of account pages lets customers upload their financial documents directly to the consultant’s warehouse, and avoid traditional communication channels. Approval mode lets customers and consultants teams approve financial reports online instead of sending them back and forth via e-mail.
Document automation for consulting companies
Confidential information security:
Fast document exchange and approval:
No extra software needed:
Collaboration in document processing: