Yes! Once you go live you will automatically keep any changes you have made to your workspace, or you can reset it if you want to start from scratch.
Absolutely – and there are no limits to the storage available. You can then share with clients and search all available documents as required. Clients can also share their incoming documents with you via the client portal. Read more here.
We think it’s straightforward. We’ve created a step-by-step guide for you. Or alternatively, watch our short video or get in touch and we’ll talk you through it in person.
Most likely – you can see details of all our integrations here. If there’s an app you want to integrate with, let us know and we’ll add it to the list.
Yes, we start you off with a 1-hour training session. After that, we offer online training, demos, videos and plenty of user guides. And there’s always the help desk where you can submit queries.