Create, edit, view, and manage documents and files. Format text with bold, italic, and underline. Insert tables, images, and hyperlinks. Share documents via email or cloud services. Save and export in multiple file formats.
Secure communication platform enables messaging, voice, and video calls. Integrates AI tools and mission-critical apps. Supports compliance and security protocols. Facilitates team collaboration and operational efficiency.
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.
Securely add accounts using QR code or manual entry. Manage and store passwords for multiple accounts. Access detailed guides for setting up 2FA. Enable backup options for authentication tokens.
Manage team absences and approve leave or overtime requests. View colleagues' planned absences and track workforce availability. Access a personalised dashboard. Allow team members to report absences. Support multi-factor authentication.
Check account balances, view transaction history, and monitor finances. Transfer funds between accounts or to external accounts. Deposit checks via phone camera. Pay bills directly through the . Set transaction alerts and manage account settings.
Schedule and conduct board with Zoom integration. Annotate documents, sign electronically, and send secure messages. Manage RSVPs, vote on proposals, and approve decisions. Share resources and track meeting outcomes for follow-up.