A secure portal connecting professional firms and their clients for structured document collection, review, and compliance management.
Manage clients, requests, documents and workflows in one place.
A secure space for clients to upload documents and respond to requests.
Create detailed document requests with specific tasks and deadlines. No more vague email threads.
Every file upload, status change, and comment is logged in a tamper-proof audit trail.
Each request is assigned directly to a firm employee. You always know who's handling your work.
Describes what's needed and assigns a firm employee.
Employee processes the request and uploads completed documents task by task.
When ready, employee submits the documents for client review.
Client accepts the documents (closed) or rejects with feedback.
Start free with up to 5 clients and 10 requests per client. Upgrade anytime.
Up to 5 clients & 10 requests per client
Unlimited requests, billed monthly
Best value — Rs.300/month
= Rs.300/month