Global Internal Search

E Signatures

To allow for documents to be sent for esigning. Thereafter to be saved and stored in the relevant locations such as within a request.

User Account Management

Easily manage your user profile and account settings. Update personal details, change passwords, and manage access preferences.

Add file to Task

I would like the ability to attach a file directly to a task within the requests.

Own company profile accessible to all users

Easily see the company information and files in one click.

Secure Online Payment Links for Subscriptions

Allows users to pay their subscriptions instantly via a secure link, using their credit or debit card.

Group/Team Filtering for Requests

Options to filter out requests based on the team each request is assigned to.

Tag another user in comments

Insights

Intelligent business analytics dashboard that transforms your firm's operational data into actionable intelligence

Live Chat

Users can ask for assistance in our live support chat widget.

Create Client Records in Bulk using UENs

User can enter multiple UENs (Unique Entity Numbers) separated by “,” (comma) and the system will create client record per UEN with basic information provided by data.gov.sg.