Secure messaging allows sending and receiving sensitive information. Sign documents electronically. View pending tasks in a to-do list. Exchange files directly through the . Scan and upload documents using the built-in scanner.
Manage client communications through SMS texting, secure messaging, and file sharing. Receive real-time alerts and updates. Track client requests and collaborate with your team. Share documents and respond to inquiries directly from the .
Create an account by uploading a resume. Set job preferences including title, work arrangement, contract type, and salary range. Apply to jobs with a single tap. Track application status, manage interview requests, and save job listings.
Manage benefits with quick start access for new and regular users. Review and update benefit information, enroll in programs, and access provider details. View health and retirement insights. Retrieve digital ID cards for yourself and dependents.
Manage freight payments and track shipment status in real time. View and update delivery schedules. Receive notifications for payment confirmations and shipment updates. nd share digital invoices.
Connect to PCs and virtual apps securely. Access remote desktops from iOS or iPadOS devices. Run admin-provided applications and access 365, Azure Virtual Desktop, and Remote Desktop Services. Manage connections and settings directly on the device.
Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.
Manage client information and track project progress. Access files and documents securely. Send messages and updates directly to clients. Schedule and manage appointments. Monitor firm operations and financial data in real time.
Manage digital identity and sign documents securely
Manage digital identity with secure login and qualified e-signatures. Store and access verified documents. Control personal data and manage identity information. Sync across devices and authenticate with smart card technology.
Manage property showings with scheduling, appointment tracking, and feedback collection. Share showing details with clients. Access a dedicated call center for support. Sync showing data across devices. Generate reports on showing activity.
Manage schedules and assign caregivers for home care services. Track Electronic Visit Verification status. Handle billing and client information. Maintain records and communicate with care teams. Generate reports and monitor service compliance.
Manage client interactions with digital automation tools. Onboard clients, service accounts, and handle exceptions through centralized workflows. Send secure messages, share documents, and track client progress in real time.
With a single tap. and send to multiple signers. Track signatures with a secure audit trail. forms and attach files directly. Share signed via email or cloud storage. Set reminders for pending signatures.
Manage job applications and receive notifications for new positions. View paystubs and access tax documents. Track onboarding progress and manage work schedules. Submit applications and stay updated on job opportunities.
Manage clients, track workflows, and streamline operations
Manage client projects with real-time updates and task tracking. Automate internal processes to reduce manual work. Coordinate vendor activities through centralized communication and task assignment.