Save
18%
Pick your plan
Single Use
Standard
Teams
Business
Enterprise
Pricing (excludes tax) **
USD $9.99
USD $390 Get Started
USD $690 Get Started
USD $1,290 Get Started
POA Contact Us
Features

Document Requests

Includes unlimited documents and parties.

1
300
900
1,800
POA

Additional Document Requests*

Once the plan is exhausted you may purchase one off requests.

USD $9.99
USD $9.99
USD $9.99
USD $9.99
POA

Number of Users

Number of team members who have access.

1
3
5
25
POA

Storage Included

Storage is limited to the plan, and may be upgraded if required.

1GB
5GB
25GB
100GB
Unlimited
Core

PDF Splitter

Split, cut and save pages needed from a document.

3rd Party Upload

Allow 3rd parties to upload documents on behalf of ezidox™ users. E.g. Sender can ask an accountant to upload a tax return.

Email Reminders

Automatic reminders to complete documents.

Advanced Search

Search for documents using specific filters. E.g. unopened, overdue.

Forms Customization

Set up of forms to include within the document for collection.

Whitelabel

Basic branding

Include company logo and background color selection.

Full Branding and custom URL

Add company logo, background image, customize CSS, custom message name and important links.

Customizable Email/SMS Templates

Customizable emails and SMS’s sent to customers.

Use your Domain for URL and Email

Use custom Domain name for the portal and for emails. E.g. portal.yourdomain.com

Cellphone

Collector cellphone App

Create document requests and validate documents on-the-go using the free cellphone app.

Customer cellphone App

A cellphone app for the individual or business to upload the documents.

Customizable App

Customize the mobile app with company logo, background image, and color scheme.

Team & Enterprise

Share with Team

Role based access management allowing an individual to give permission to selected team members to view the document request.

Create request on behalf of team member

Users can create a document request on behalf of another team member.

General Reporting

Access to dashboard with charts and analytics. Number of document requests created by month, by user, by status.

Multi Company Access

Same collector accessing document requests across multiple companies. Used for enterprises serving customers with multiple brands.

Complex Flows

Customizable Workflow

Configurable workflows, status and transitions to mirror collector requirements and use cases.

Multi Brand

Multiple branding capabilities for enterprises. E.g. collectors can choose a different brand for each document request.

2 Tier Customer Structure

Assign ‘assistants’ to review documentation but never communicate directly with customers. E.g. pre-reject documents if incorrect or incomplete.

Customer Type Document Allocation

Advanced template and document setup based on customer type.

Training & Support

Self Service Training Webinars

Self-serve training webinars available.

14/5 Chat/Email

Support 14 Hours a day, Monday to Friday via chat or email.

Ezitrial available (Not included, Money back guarantee)

Initial business process review with a written report, unlimited chat and email technical support, 2-hour training, portal set up and customization with company logo, and document configuration.

One-on-one training

Training and setup available on request.

Customer Success Manager

An assigned Manager to care for ongoing activities for enterprise businesses. E.g. custom requirements.

SLA

Ezidox™ abides by a service level agreement.

Security

Fully encrypted Transmission and Storage

Ezidox™ provides secure transfer of documents through the portal by encrypting all information in transit and at rest.

Audit log

Time and date stamping of all documents transferred for auditing purposes.

Advanced Account Permissions

Collectors define custom roles and permissions and assign them to team members.

Configurable Purge Documents Policies

Specify rules on deletion of documents or applications. E.g. brokers can purge documents after the application has been submitted to a bank successfully.

Configurable Session Duration Policies

Customize session duration and idle parameters.

Configurable Password Rules

Specify password rules. E.g. uppercase, lowercase or numbers a password must contain.

Two Factor Authentication

2FA/MFA/OTP extra step of authentication to prevent unwanted access. Confirm a users identity in two ways. E.g. password and PIN code sent via SMS.

IP Whitelisting

Enterprise customers can access the ezidox™ Portal only from a trusted list of IP addresses.

Vendor Due Diligence and Questionnaires

Ezidox™ responds to queries regarding security and compliance for enterprise.

API

Integrations

Pre-built integrations with popular partners such as DocuSign, Illion and Zapier.

Webhooks

User-defined HTTP callbacks.

Web Services

Expose API for B2B workflows.

Web Views

Expose views which could be embedded as UI components in various workflows.

Customization

T&M Development

Allows enterprise customers to implement or do customisations on top of the ezidox platform.

Singletenant

Dedicated Deployment

Data for enterprise customers are stored in an isolated environment.

Pick your plan
Single Use
Standard
Teams
Business
Enterprise
Pricing (excludes tax) **
USD $9.99
USD $39 Get Started
USD $69 Get Started
USD $129 Get Started
POA Contact Us
Features

Document Requests

Includes unlimited documents and parties.

1
25
75
150
POA

Additional Document Requests*

Once the plan is exhausted you may purchase one off requests.

USD $9.99
USD $9.99
USD $9.99
USD $9.99
POA

Number of Users

Number of team members who have access.

1
3
5
25
POA

Storage Included

Storage is limited to the plan, and may be upgraded if required.

1GB
5GB
25GB
100GB
Unlimited
Core

PDF Splitter

Split, cut and save pages needed from a document.

3rd Party Upload

Allow 3rd parties to upload documents on behalf of ezidox™ users. E.g. Sender can ask an accountant to upload a tax return.

Email Reminders

Automatic reminders to complete documents.

Advanced Search

Search for documents using specific filters. E.g. unopened, overdue.

Forms Customization

Set up of forms to include within the document for collection.

Whitelabel

Basic branding

Include company logo and background color selection.

Full Branding and custom URL

Add company logo, background image, customize CSS, custom message name and important links.

Customizable Email/SMS Templates

Customizable emails and SMS’s sent to customers.

Use your Domain for URL and Email

Use custom Domain name for the portal and for emails. E.g. portal.yourdomain.com

Cellphone

Collector cellphone App

Create document requests and validate documents on-the-go using the free cellphone app.

Customer cellphone App

A cellphone app for the individual or business to upload the documents.

Customizable App

Customize the mobile app with company logo, background image, and color scheme.

Team & Enterprise

Share with Team

Role based access management allowing an individual to give permission to selected team members to view the document request.

Create request on behalf of team member

Users can create a document request on behalf of another team member.

General Reporting

Access to dashboard with charts and analytics. Number of document requests created by month, by user, by status.

Multi Company Access

Same collector accessing document requests across multiple companies. Used for enterprises serving customers with multiple brands.

Complex Flows

Customizable Workflow

Configurable workflows, status and transitions to mirror collector requirements and use cases.

Multi Brand

Multiple branding capabilities for enterprises. E.g. collectors can choose a different brand for each document request.

2 Tier Customer Structure

Assign ‘assistants’ to review documentation but never communicate directly with customers. E.g. pre-reject documents if incorrect or incomplete.

Customer Type Document Allocation

Advanced template and document setup based on customer type.

Training & Support

Self Service Training Webinars

Self-serve training webinars available.

14/5 Chat/Email

Support 14 Hours a day, Monday to Friday via chat or email.

Ezitrial available (Not included, Money back guarantee)

Initial business process review with a written report, unlimited chat and email technical support, 2-hour training, portal set up and customization with company logo, and document configuration.

One-on-one training

Training and setup available on request.

Customer Success Manager

An assigned Manager to care for ongoing activities for enterprise businesses. E.g. custom requirements.

SLA

Ezidox™ abides by a service level agreement.

Security

Fully encrypted Transmission and Storage

Ezidox™ provides secure transfer of documents through the portal by encrypting all information in transit and at rest.

Audit log

Time and date stamping of all documents transferred for auditing purposes.

Advanced Account Permissions

Collectors define custom roles and permissions and assign them to team members.

Configurable Purge Documents Policies

Specify rules on deletion of documents or applications. E.g. brokers can purge documents after the application has been submitted to a bank successfully.

Configurable Session Duration Policies

Customize session duration and idle parameters.

Configurable Password Rules

Specify password rules. E.g. uppercase, lowercase or numbers a password must contain.

Two Factor Authentication

2FA/MFA/OTP extra step of authentication to prevent unwanted access. Confirm a users identity in two ways. E.g. password and PIN code sent via SMS.

IP Whitelisting

Enterprise customers can access the ezidox™ Portal only from a trusted list of IP addresses.

Vendor Due Diligence and Questionnaires

Ezidox™ responds to queries regarding security and compliance for enterprise.

API

Integrations

Pre-built integrations with popular partners such as DocuSign, Illion and Zapier.

Webhooks

User-defined HTTP callbacks.

Web Services

Expose API for B2B workflows.

Web Views

Expose views which could be embedded as UI components in various workflows.

Customization

T&M Development

Allows enterprise customers to implement or do customisations on top of the ezidox platform.

Singletenant

Dedicated Deployment

Data for enterprise customers are stored in an isolated environment.