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ONE-MAN-SHOW SMALL TEAM PORTFOLIO ENTERPRISE
Everything For Everyone!
Overall Experience Access account from any device * * * *
Upload Upload invoices with ease. Supports multipage invoices * * * *
Capture and upload directly from a smart device * * * *
Index Tag smartly: Indexing that learns and adapts to your input * * * *
Index at leisure: Upload invoices and index later * * * *
Secure Storage Peace of mind with bank-level security and encryption * * * *
Automatic data backups * * * *
Stay accurate with regular quality audits * * * *
Search & Retrieve archived invoices in record speed * * * *
Reports Access built-in reports with a click of a button * * * *
Create and save custom reports * * * *
Email or print reports directly from the portal * * * *
Share with Accountants and Bookkeepers * * * *
Stay Informed Get automatic Alerts/Reminders for Ageing Invoices * * * *
Setup Alerts for specific transactions * * * *
Premium Features Enjoy the full Scan-to-Shred Service Starting as low as $269/month (location dependent)
Avoid manual data entry with our Indexing Service $19.99/month per account (up to 250 invoices per month)
The Differentiators!
Accounts, Users & Space Number of Business Accounts in plan 1 1 5 Unlimited Clients
Add more Business Accounts $9.99/month per account
Control what users can access: Number of role based users per business account (Total) 1 3 3(15) Unlimited
Add more users $1.99/month per user
Never worry about storage space: enough to last you forever! 20 GB 50 GB 60 (300) GB N/A
Add more space (20 GB) $4.99/month
Support Email Support * * * *
Call Support * * *
Stay Stress free with a Dedicated Sales & Support Specialist * *
Portfolio Management View multiple businesses under a Portfolio* * *
Access to Portfolio Management Tools* * *
Client Management Access to Client Portal & Collaboration Tools* *
Seamlessly integrate with your existing work-flow* *
Customize input and output to best fit your accounting and reporting needs* *