Save 20 minutes on every documentation request

Our small business plans are self-service for entities with less than 10 employees, under $1 million in annual revenue, and no special regulatory compliance needs.

 

For all other organizations, please schedule a call here to discuss your needs, including custom set ups, supervisory roles, APIs, white labeling, compliance features, and more. 

Limited time! 14 days, no card required

Select your Small Business Plan

Time Saver
$49/mo
(billed annually)

Annual Usage

Filing system capacity (documents stored)


Admin users 

Packages sent (up to 20 files)

Document Type


Generic forms
 

Custom templates
 

File requests
 

All basic file types 


 

Collection Method
 

Assign to an email
 

Shareable link
 

Mobile submissions


 

Core Features
 

Real-time dashboard
 

Version control
 

Submission quality control
 

Auto file renaming


 

Security
 

AES-256 encryption
 

Access controls

 

Advanced Features

 

Supervisory roles
 

White labeling
 

Regulated industry
 

API



Setup

Self setup
 

Custom implementation

 

1,000

1

50

Company name

Talk to sales

Talk to sales

 

3,000

 

 

3

150

Company name
& basic colors

Talk to sales

Talk to sales

 

10,000

10
500
Logo, name,
& custom colors
Talk to sales
Talk to sales
 
Talk to sales
Standard
$149/mo
(billed annually)
Advanced
$499/mo
(billed annually)

Don’t see a plan that’s right for you? Schedule a consultation to discuss more options.

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