Document Collection Software | Information Secured - Ezidox

Professional
Services

Gather all the information you need to service your client, indexed and housed in the one secure environment.

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 ATO requests an audit how long and how much would it cost to compile?

ezidox automates and simplifies?

Branded templates & comms Branded templates & comms
Branded templates & comms

Branded templates & comms, comply with privacy and security obligations

Unique CX Unique CX
Unique CX

Unique CX, cheaper than sending by Registered Post and returned

Multiple devices Multiple devices
Multiple devices

Simple access on multiple devices and update on the run

Docs automatically named Docs automatically named
Docs automatically named

Docs automatically named, no matter what they’re called

Auto follow-ups Auto follow-ups
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
Role-based permission access

Role-based permission access to other team members or other parties

Auto-Redaction Auto-Redaction
Auto-Redaction

Auto redact sensitive data as its uploaded, meet license obligations

Audit friendly Audit friendly
Audit friendly

If audited, simply go back to template history, export docs as zip file or 1 PDF

Auto purge settings Auto purge settings
Auto purge settings

Auto purge settings to only hold information for X period

Professional Service
Professional Service

Tax Agent, Accounting Firms, Accountants, Broker, Financial Advisors/Planners

Secure Exchange
Secure Exchange

White Label, Custom Doc Collection Templates, Auto Redaction, e-Sign, VoI, Catalogue, Accept/Reject Docs, Chat directly, Detailed Audit Trail

Customer Base
Customer Base

Free access & storage, Multi-device access, auto follow-up & comms (email / SMS), Dynamic Dashboard

Revenue Recovery
Revenue Recovery

Charge back + Premium, Pay by Template not per Doc, Export & Purge Feature, Status Tracking (portfolio or individual), Files saved as PDF

Integrations

  • Integration
    Integration
    Integration
  • Integration
    Integration
    Integration
  • Integration
    Integration
    Integration
    Integration
    Integration
  • Integration
    Integration
    Integration
  • Integration
    Integration
    Integration
  • Integration
    Integration
    Integration
    Integration
    Integration