Connecting Business Together

Our convenient and easy-to-use online solutions enable you to position your firm as a leader with a professional, customized website and the ability to offer secure portals to your clients to instantly exchange documents and data.
Core Values of DigitalConnect
  • Gives the ability to access vital documents from any location 24/7 via secure online reporting
  • Offers the ability to upload documents of all sizes, which often can be a problem with e-mail
  • Allows firms the ability to communicate with clients, internal staff and partners in an synchronous way
  • Grants firms the opportunity to increase their billable hours as the freedom from phone calls and meetings allows them time to cast a wider net to secure new clients
  • Creates greater efficiency and generating cost savings, because the conversion to a paperless operation saves firms money on printing and mailing and increases work efficiency

Grow your firm and provide better Client Service with Digital Connect

Core Components

Work Anywhere, Anytime, Any Device

Ticketing and Tracking

SLA Management

Workflow Management

Trace Activity from Start to End

Entity Level Calendar setup

Supports all Time zones (including DST)

Real-time Dashboard

Supports LDAP & O365 Integration

Multi Tenant Management