A seamless and secure onboarding experience for your clients, all from the palm of their hands.
With the capability to send, sign, witness and globally exchange multiple documents, SmartSign transforms the way you do business.
Reduce the risk of fraud with anti-spoofing, anti-tamper and geo-location technology and be secure in the knowledge that you know who you are dealing with.
Convert Word or PDF documents into HTML dynamic SmartForms which allow end users to complete and send documents on the go using any Smart phone.
Use SmartMail for a secure, receipted email exchange that cannot be intercepted, offering end to end encryption and giving you a full audit report, logging each action taken.
With our SmartPay application, your clients can securely make payments directly into your account during or after the onboarding journey. We are regulated by the FCA.
Our RESTful-API integrates with your existing case, document or practice management system which means data can be pre-qualified and transferred seamlessly and effortlessly.
We know how important it is for both you and your clients to know the progress and status of their transaction or matter. That’s why we have made it even easier for all parties to use our “Track & Trace” case reporting system 24/7, 365.
Our simple to use and intuitive dashboard gives you instant access to all case related matters.
With our case review feature, you can quickly see the client onboarding status and make changes if needed.
Enable and set auto–reminders and alerts the way you want under a global or individual setting.
Instantly message clients, send a quick access link and authenticate them with a One Time Passcode.
We ensure that all PDF documents are locked and cannot be viewed by an unauthorised individual.
“Every eSignature, document exchange and identity check has a date/time stamp, IP and geo-location audit report.
If you would like to know more, see a demo, arrange a free trial or simply get pricing, complete the form, select a date and time from the calendar and we'll do the rest.
