Dashboard
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My Mail
Scanned mail uploaded by your account manager
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My Documents
Lease agreements, utility bills, and formation documents
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Proof of Address
Your assigned proof of address documents
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Admin Dashboard
Manage all clients and their services
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All Clients
Lease dates, assigned addresses and proof of address
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Upload Mail
Upload a scanned mail item directly to a client's inbox
Click to insert at cursor. These are replaced with each client's actual data when sending.
Click to upload or drag & drop
PNG, JPG, PDF — up to 20 MB — optionalDocuments
Upload documents for clients and view the full history
Click to select file
PDF, PNG, JPG, DOCX| Client | Document | Type | Uploaded | Action |
|---|---|---|---|---|
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My Tickets
Create requests and track their progress
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Client Tickets
Manage and respond to all client requests
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Client Portal