Access tax documents and files securely through a private portal. Upload and share files, scan receipts, IDs, and photos. Store tax returns and other documents with private access. Sign documents electronically within the .
Documents, receipts, invoices, and business cards with high-quality scans. text, add notes, and organize files. Export as PDF or image formats and share directly.
Send and receive faxes without a fax machine or phone line. documents to fax, send PDFs and other files. Manage received faxes and view sent history. Share faxes via email or save to cloud storage.
Scan documents using iPhone or iPad camera to create clean PDFs. Add signatures and export files. Share via email, print, or save to cloud. Organize and manage scanned documents in one .
Manage patient records with cloud-based EMR features. View and update demographics, vitals, chief complaints, and medical history. Track appointments, manage refills, and handle lab results. Log exams, medications, and nurse notes.
Complete clinical documentation with access to patient information and daily schedules. View and edit notes without internet connectivity. Sync saved documents to Agency Manager once online.