Our latest update lets you upload images and documents to the client file.
Scan documents, upload PDF’s, charts and images and store them alongside client details and notes. You can label files and search for them quickly so documents are always to hand.
All plans get free basic file storage allowance however if you need additional space for documents we have created a new subscription plan, Pro plan see Pricing Plans
All files sent between your computer and our server are encrypted with SSL. We use AES encryption technology to protect files at rest both on our main and backup servers.