GreatSoft CRM Integrations

FuseSign allows you to send multiple documents to multiple recipients with different actions (view, sign), all in one package. You and your clients will save time so you can concentrate on the work that matters. We were designed to simplify the complex. We know that documentation for professional service companies often includes multiple signatures across multiple documents. FuseSign allows you to set signature requirements and view only the recipients for each document in your bundle. It's easier to send documents and for clients to take action. FuseSign will give your clients one page and link to sign all documents. This eliminates the need to remember usernames and passwords or use a desktop computer. FuseSign can also be accessed from mobile devices so it can be used even when you are not at work. Your brand and messaging will also be displayed on the email notifications page and the signing page to ensure that they feel secure.

What is Virtual Cabinet? Virtual Cabinet is a leading global provider of digital document management solutions, task management, client communication and electronic signature software. We help businesses of all sizes be more profitable by having one central secure way to store, retrieve and complete work efficiently. We provide user-friendly document management software you will love. Virtual Cabinet serves over 70,000 users and is setting the standard for seamless integration between document management and all major CRM, back-office, and PM software. Where can Virtual Cabinet be deployed? Whether you are looking for desktop, private cloud, or a full cloud solution we have all the options available. At Virtual Cabinet, we have a simple suite of software solutions that work for you and any of your chosen IT environments. Who Uses Virtual Cabinet? Professionals across multiple industries including Accounting, Insolvency, Banking, Financial Planning, Healthcare, Legal, Manufacturing, Property, Engineering, Construction, and more use Virtual Cabinet to save time and money on time-consuming administration and filing tasks.

Compliance software designed for companies allows professionals to streamline workflows and effectively oversee compliance requirements. Users can swiftly and effortlessly modify documents in Word and adjust email templates in various formats, incorporating their organization's logo and distinctive branding. Featuring top-tier integration, CAS 360 connects with leading practice management, document management, and e-signature services, providing a smooth and productive user experience. Users can easily upload, submit, and modify documents while also accessing a comprehensive history of each file. The platform enables rapid filtering of documents across all companies through a unified global document interface in CAS 360. With automated alerts and filters for Smart Annual Reviews, it assists in managing received, forthcoming, and overdue annual reviews. Additionally, it generates a complete set of compliant documents for every amendment made to corporate registers, ensuring accuracy and compliance. Furthermore, the software includes a feature that allows users to automatically compare their company records with the data provided by ASIC. This ensures that companies remain up-to-date and aligned with regulatory standards.

By integrating FuseDocs with your practice management and document management systems, you can compile an entire annual report package in just seconds. This allows you to establish uniform procedures across various teams or locations while creating professional report packages that are user-friendly for your clients. While electronic documents form the backbone of your operations, your team shouldn't waste time generating them when they could be concentrating on more important tasks. You likely have numerous ideas for process enhancements within your firm, particularly in response to the rapid changes and the pressing demand for digital transformation. The challenge lies in determining which improvements to prioritize. Over the past year, we've received substantial feedback from clients indicating a desire for increased automation within workflows, particularly in the areas of reviews, approvals, and finalization. In response to this input, we have developed our new Workflow feature, designed specifically to streamline these processes and enhance overall efficiency. Ultimately, embracing this innovation can significantly elevate the productivity of your team while ensuring high-quality document management.

Our cutting-edge solution elevates the management, verification, and communication of ATO documents such as Notices of Assessment, Statements of Account, and Tax Debts to unprecedented levels of operational efficiency. Bid farewell to the labor-intensive and monotonous process of handling ATO documents. This solution seamlessly compares ATO documentation with the estimations recorded in your practice management system, validating, organizing, and dispatching them to clients with ease. In cases where discrepancies arise, the solution promptly forwards the notice of assessment to you or your team for further review and action. The entire procedure is straightforward, and the results are indisputable. With the capability to bulk scan various ATO documents simultaneously or download files directly from the ATO Portal, the solution adeptly recognizes and manages each document according to its classification. Additionally, BAW is committed to providing automation solutions designed specifically for corporate enterprises, significantly boosting productivity while enhancing client interaction. This innovative approach not only simplifies tax document management but also fosters a more efficient and responsive client service experience.