What if you could get more than 60% of your time back, zero outlay, even make + $
As a Financial Advisor, Broker (independent or franchise), or accountant - imagine the time spent sorting receipts only to find most missing or not relevant. What’s the impact on productivity, who is paying for that rework, who’s validating accuracy?
How do you comply with privacy principles, prove systems and services are secure?
If the Government Tax Office requests an audit how long and how much would it cost to compile?
ezidox automates and simplifies?
Branded templates & comms
Branded templates & comms, comply with privacy and security obligations
Unique CX
Unique CX, cheaper than sending by Registered Post and returned
Multiple devices
Simple access on multiple devices and updates on the run
Docs automatically named
Docs automatically named, no matter what they’re called
Auto follow-ups
Auto follow-ups, accept/reject doc status, chat directly or privately with team, detailed audit trail
Role-based permission access
Role-based permission access to other team members or other parties
Auto-Redaction
Auto redact sensitive data as its uploaded, meet license obligations
Audit friendly
If audited, simply go back to template history, export docs as zip file or 1 PDF
Auto purge settings
Auto purge settings to only hold information for X period
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
