Basic info
Industry
software development
Sectors
Tax
customer experience platform
Client Collaboration
Client Communication
File Sharing
File Management
Accounting Software
Mortgage Brokers
Front Office Platform
Secure File Sharing and Storage
SaaS
Client Platform
Task Tracking
Wealth Management
Customer Experience
Tax and Accounting Software
eSignature
Software
Real Time
Mobile Apps
File Storage
CRM
Secure Messaging
Estate Lawyers
Front Office
Accounting
Client Experience
Accountant
front-office platform
IRS
Client Experience Platform
real-time messaging
Accounting Firm
mobile app
Information Technology
Automation
Task Mangement
Secure Sharing
Mobile App
Professional Services
eDocs
Collaboration Platform
e-signature
CX
Collaboration
Messaging
compliant
Electronic Signature
Communication Platform
To-Dos
Date founded
2017