Document Sharing
- Securely share documents with clients and allow them to send documents back.
- All wire instructions and other files are encrypted using the Advanced Encryption Standard (AES) with 256-bit keys.
- Protect your customer PII without the complexity of traditional secure email portals.
- No document sharing via email means lower risk of downloading viruses in email attachments.
- View timestamps and detailed logs of when files are sent, received, and downloaded.
- Your customers can access and download on desktops, tablets, or mobile devices.
eSigning
- Request and receive tamperproof electronic signatures on pre-templated documents, or on unique single-use cases.
- Review/edit any document before sending – even if it’s pre-templated.
- Works with multiple clients and multiple signatures.
- Customers can eSign on any device.
- Receive a Signing Certificate with each completed document, which includes timestamps and IP addresses of devices used to sign the document.
- Follows government compliance standards (e.g. ESIGN Act).
