Product

Go Paperless to Optimize Your Business

The ShareVantage helps you replace outdated recurring processes with automated solutions that get you on the path to improved performance. The key to your financial growth is to target paper-based daily activities and inefficient processes that drain productivity and reduce profits - like manual process control sheets, document distribution, email overuse and misuse, project assimilation, task assignments, client services, inconsistent execution, communication failures, event driven processes, exception reporting, delegation activities, and more.

Here's what you can do with The ShareVantage:

Securely access documents from anywhere in the world
Simply connect your computer to the Internet and you can have instant access to gigabytes of up-to-date files shared with authorized users on your account at work, home, or on the road. It's like having access to a portable network drive for your business without the constant IT headaches, complexity, and costly IT manager expense. The ShareVantage is great for businesses of all sizes and it works seamlessly with your existing application programs. What's more, we take care of all the back-office details, including security, encryption, authentication, revision control, redundant hardware, and backups.

Eliminate paper-based client files
Are you ready to go paperless to reduce physical storage needs and provide employees with anywhere access to client related materials? Simply replace your paper-based client files using The ShareVantage digital files for contacts. You can manage contact information, files, email messages, contact notes, and scanned documents for each contact. Double click a file to modify in its related application and we automatically take care of the check-out/check-in processes for revision control between users. The ShareVantage even converts scanned documents to text using our OCR engine and ALL files are automatically indexed for fast search - you can search about 10,000 documents in less than 4 seconds!

Clients can securely access your paperless office with a browser
Each contact has their own secure website (client portal) for exchanging files with you online 24/7. Simply insert and organize archived documents and work-in-progress files for your client via their Private Client Site folder in The ShareVantage ContactManager. Using a standard browser, the client can download and upload files to their portal. The ShareVantage takes care of all the user name and password management processes, easily connects to your website, and you can even print to PDF from any Windows application directly to the client's portal. Your clients will enjoy the 24/7 self-service access and you'll reduce your service loads.

Send email blasts to clients and contacts
Distribute hundreds or thousands of emails in seconds for marketing or relationship management. Reusable email templates seamlessly integrate with your contact list in The ShareVantage ContactManager. Emails can be automatically personalized using replaceable fields, such as first name, last name, sender's name, title, company banner, etc. The ShareVantage manages opt-out requirements and delivers a distribution report with email blast details. You can even send high-impact HTML formatted emails just like the pros!

Automate your recurring business processes
Automate just about any recurring process in your organization using project templates that control process flow. Tasks can be automatically delegated to team members at the right step in a process and managers can be alerted immediately if project deadlines are in jeopardy. Personalized emails can be sent at project milestones to contacts, including emails to clients. The ShareVantage helps you to significantly reduce administrative time, execute best practices, and manage recurring processes in a fraction of the time it takes using traditional tools.

Seamlessly connect employees and clients to project information
Online workspaces seamlessly connect users for sharing documents and managing task assignments via the Internet. Project participants share a single set of files online to eliminate revision control problems and outside contacts can check-out/check-in project related documents using a standard browser. The ShareVantage helps you eliminate wasted time spent using email to coordinate project materials and keeps everyone on the same page.

Monitor the progress of your projects from anywhere
Project workspaces give you immediate access to all project related materials, including task assignments, documents, progress notes, contact notes, workspace history, and more. By having everything in one shared location, you'll eliminate the time required to manage email updates, coordinate documents, get team members up-to-speed, and complete projects faster. What's more, online access to projects is secure and you can even prevent unauthorized users from accessing confidential files using security padlocks.

Guaranteed improved organization efficiency or your money back
We're so confident that The ShareVantage will help you increase your profits and profitability, that it's backed by a 30-day money back guarantee.

Additional Information:

>> Paperless Office Benefits
>> Client Portals
>> Workflow Automation
>> Free Account