Email Automation

• Email is the primary communication method for today's on-demand business; but your workers waste dozens of hours each week working around email limitations. ShareVantage helps you automate and send personalized email deliveries that produce thousands of dollars in labor savings each year - allowing you to focus team members on business-building activities.

  • Personalization
    
  • Stock Emails
    
  • Milestone Emails
    
  • Reminder Emails
    
  • Folder Sync
    

Process Automation

• Workflow is at the heart of every organization, but that often means that team members have learned to accept the limitations of the tools available to them. Frequently, workers use tools and solutions that are decades old and really don't know that there are more efficient methods available to save time. ShareVantage helps you streamline recurring organizational processes using process automation. This can result in thousands of dollars in labor savings each year per worker, while at the same time improving quality and client services.

  • Recurring Processes
    
  • Auto Delegation
    
  • Process Monitoring
    
  • Project Sharing
    
  • Task Forwarding
    

Client Portals

• Identity theft is out of control, hackers can access email contents easier than you may think, and clients are more knowledgeable today about the risks of sending confidential files via email. Email is not secure, but client portals can provide the security solutions required for today's business. Protected by 128-bit SSL encryption, ShareVantage client portals transfer files securely and help you service clients 24/7. You can reduce service loads with a self-service solution and deal with privacy compliance headaches.

  • Secure File Transfer
    
  • Large Files
    
  • Update Profile
    
  • File Uploads
    
  • Folder Sync
    

Paperless Office

• Whether you want a paperless office or just "less paper", document management is now a requirement for most businesses. We help transition your office from a paper-based file system to a solution where you can search thousands of documents in just a few seconds. It's great for remote workers, too; and our built-in document check-out features prevent revision control problem. All you need is our software with an Internet connection to work from anywhere in the world.

  • Document Check-Out
    
  • Client Digital Files
    
  • Telecommuting
    
  • Print to PDF
    
  • Search
    

Contact Management

• Workers require access to up-to-date client, prospect, employee, and vendor contact information. Even if you have a large team and you're using an email management system for contact sharing, team members lose hours daily trying to get their email programs and servers to do things they were never designed to do. ShareVantage is your virtual office and provides anytime/anywhere access to information and tools that streamline your operation.

  • Share Contacts
    
  • Import Contacts
    
  • Paperless Client Files
    
  • Contact Notes
    
  • Default Digital File