| Number of Invites per month
|
10 |
25 |
150 |
Custom |
| Number of Users
|
1 |
1 |
3 |
Custom |
| Storage
|
10 GB |
25 GB |
50 GB |
200 GB |
| SMS
|
Purchasable |
25 Per Month |
150 Per Month |
Custom Volumes |
| Email Reminders
|
|
|
|
|
| Templates
|
|
|
|
|
| Auto PDF Conversion
|
|
|
|
|
| Addons Available
|
|
|
|
|
| Live Forms
|
|
|
|
|
| E-Signature
|
|
|
|
|
| Cloud Storage Sync
|
|
|
|
|
| Integrate With Zapier
|
|
|
|
|
| Branded Invites
|
|
|
|
|
| Branded Client Portal
|
|
|
|
|
| Scheduled Invites
|
|
|
|
|
| Send Bulk Invites
|
|
|
|
|
| Create Additional Users
|
|
|
|
|
| Send As Another User
|
|
|
|
|
| Team Collaboration
|
|
|
|
|
| White Label
|
|
|
|
|
| Dedicated Account Manager
|
|
|
|
|
| Private API
|
|
|
|
|
| 99.9% Uptime Guarantee
|
|
|
|
|
| With Mortgage Add On
|
|
|
|
|
| Online Mortgage Forms
|
|
|
|
|
| TFN Redaction - Australia (BETA)
|
|
|
|
|
| Aggregator & CRM Integration
|
|
|
|
|
| Bank Statement Retrieval
|
|
|
|
|
| Client Referral Engine
|
|
|
|
|
| Growth Group Membership
|
|
|
|
|
