Challenges our customers talk about
- Handling large volumes of highly confidential information traffic.
- Use of unsecure email as main avenue for information exchange leading to risk of hacking and identity theft.
- High administrative time burden/cost to co-ordinate and update status on hanging/outstanding documents etc.
- Limited access to an enterprise level, secure, cost effective, information exchange platform;
Built for Professional Services
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Financial Advisors
“How do you comply with privacy principles, prove systems and services are secure?”
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Brokers (independent or Franchise)
“How do we see more clients instead of chasing documents and admin”
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Accountants
“Imagine the time spent sorting client documents only to find most missing or not relevant”
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Tax agents
“If the ATO requests an audit how long and how much would it cost to compile?”
ezidox Features
SECURE ACCESS & EXCHANGE
- Role-Based Access including other authorized participants(2FA).
- SOC2 TYPE2 certified, domestic sovereignty compliant.
- Unlimited Licensing no restriction, immediate access.
- Portfolio View to summary view of customer status.
- Scaled Pricing by template/service not by number of docs or size.
DYNAMIC, AUTOMATED WORKFLOWS & NOTIFICATIONS
- OOTB Self-Service providing enterprise functionality.
- Automated Doc Purging comply with Records Retention Schedule.
- Chat Messaging against a doc, recording discussions & decisions.
- Custom Templates comply across locations, offices & workflows.
- Flexible Services like adding additional docs outside of a template.
- Dynamic Dashboard to track progress and completion.
- Automated Notifications for customers or team via SMS & Email.
OPTIMISED CONTROLS & COMPLIANCE
- API QA Validation cross-refencing criteria, reporting issues/results.
- OOTB Quality Controls to approve & reject documents upon receipt.
- Auto-Redaction Service automatically blocks sensitive information.
- Developer APIs to integrate and map against systems.
- Detailed Audit Trail for compliance and security.
- Automatic File Naming providing easy retrieval & structured index.
ezidox Features
- Role-Based Access including other authorized participants(2FA).
- SOC2 TYPE2 certified, domestic sovereignty compliant.
- Unlimited Licensing no restriction, immediate access.
- Portfolio View to summary view of customer status.
- Scaled Pricing by template/service not by number of docs or size.
- OOTB Self-Service providing enterprise functionality.
- Automated Doc Purging comply with Records Retention Schedule.
- Chat Messaging against a doc, recording discussions & decisions.
- Custom Templates comply across locations, offices & workflows.
- Flexible Services like adding additional docs outside of a template.
- Dynamic Dashboard to track progress and completion.
- Automated Notifications for customers or team via SMS & Email.
- API QA Validation cross-refencing criteria, reporting issues/results.
- OOTB Quality Controls to approve & reject documents upon receipt.
- Auto-Redaction Service automatically blocks sensitive information.
- Developer APIs to integrate and map against systems.
- Detailed Audit Trail for compliance and security.
- Automatic File Naming providing easy retrieval & structured index.
75% increase in productivity for our business servicing 35,000 Australian clients-draft "One of the immediate positive impacts our business was able to measure as a result of the implementation of ezidox™, was the impressive reduction of time our admin staff member spent on document processing. Normally this task swallowed eight hours of her day, and this is now only taking up two hours. a day, leading to a 75% increase in overall productivity "
Executive - Mortgage Choice
What if you could get more than 60% of your time back, zero outlay, even increase revenue
Regulatory & Compliance
- Secure document storage backed by globally recognised SOC2 TYPE2 certification.
- Helps to comply with privacy principal and associated regulatory obligations.
- detailed audit trail ensures you can provide communication and workflow history.
Efficiencies, Cost Reduction, Reduced Complexities
- Automated workflows to follow-up documents that remain outstanding/not completed.
- Dynamic status dashboard and automated due date tracking frees up admin time.
- Simple, integrated workflows ease the burden of keeping notes and accessing multiple systems/files/applications.
Scalability, Security, Customer Relationship
- can get started straight away for a small business or easy steps to setup OOTB for a larger network.
- can handle high, peak volumes at any time, including other automated services like redaction, purging and built-in e-signatures.
- maintain and enhance existing and new current relationships via direct messaging, access to multiple devices and white-labelling (including emails & url’s).
Trusted by leading Brokers and Lenders:
Professional Service
Tax Agent, Accounting Firms, Accountants, Broker, Financial Advisors/Planners
Secure Exchange
White Label, Custom Doc Collection Templates, Auto Redaction, e-Sign, VoI, Catalogue, Accept/Reject Docs, Chat directly, Detailed Audit Trail
Customer Base
Free access & storage, Multi-device access, auto follow-up & comms (email / SMS), Dynamic Dashboard
Revenue Recovery
Charge back + Premium, Pay by Template not per Doc, Export & Purge Feature, Status Tracking (portfolio or individual), Files saved as PDF
Certified secured, keeping your data safe and private
ezidox is SOC2 Type2 certified. This means we meet a set of stringent internal controls for safeguarding customer data. We're kept on our toes by independent third-party auditors covering the principles of Security, Availability, Confidentiality, and Privacy.
Certified secured, keeping your data safe and private
ezidox is SOC2 Type2 certified. This means we meet a set of stringent internal controls for safeguarding customer data. We're kept on our toes by independent third-party auditors covering the principles of Security, Availability, Confidentiality, and Privacy.
