Level up your business by integrating Xplan

What would your business be like if all of your documents were processed automatically, all client data extracted and securely stored in Xplan, and easily retrieved whenever you need it, without ever having to log into Xplan? This is the reality of our clients.

- Automatic extraction of handwritten forms

- Client onboarding & renewals using eForms

- Redaction of sensitive client data

- Smart document routing

- Digital signatures & automatic follow up

- Easy syncing of documents with Xplan

- Migration of all paper files into Xplan

If you want to stop doing admin tasks, get back to helping clients, and accelerate the growth of your business. Book in a demo with us now.