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Features designed to fit your business

Vault
Secure business grade solution for sending, receiving, storing and sharing client files.
Marketing
Fully branded, customisable, and cost effective email marketing, client communications module.
FactsOnline
eForms
Reduce business costs, improve the client experience and get paid quicker.
Custom branding
Professionally branded, customised with your logo, colour scheme, and integrated into your business website.
Multi user for teams
Work as a team with your clients to maximise efficiency, increase productivity and reduce costs.
Financial
Generate organic revenue growth by positioning your firm as the trusted adviser for all your client's financial needs.
Audit trail and tracking
Automatically capture client activities so that you can identify what client accessed what file and when.
Client profiles
Illustrate your client family tree and financial entities such as companies, smsf and trusts.
Client groups
Organise and communicate with your clients based on their age demographic, client profile or service type.
Digital assets distribution
Share your firms' digital assets with targeted sections of your client base.
Secure and compliant
All data stored within Australia. Comply with Australian Privacy Principles (APPs) requirements.
Local and free support
100% Australian owned, built and supported.
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