Stop re-attaching client documents by hand — or quoting it away. One flat monthly fee covers unlimited client companies, with white-label reports that carry your brand.
$1,495/month, every client company and every file included. Pays for itself with your second client migration of the month. Cancel between waves.
Send clients a branded page where they point at their Attach folder — scanned locally on their machine, no account needed, nothing for you to shuttle around.
The verification report your client receives carries your firm's name, logo, and colors. You delivered the migration — the report should say so.
Assign staff to clients, watch every migration's status in one dashboard, and chase stragglers with one-click reminders.
30-day one-click rollback on each client migration. The safety net that lets you run this on live client books without a sandbox.
Each May, another Desktop version loses services and a new wave of clients moves online — without their attachments. Be ready before the ticket arrives.
Firm trials include one full client migration — analysis, review queue, white-label report, undo and all.
Start a firm trial