Account openings signed with checks that fit.
Account applications, loan documents and investment agreements with identity checks and an audit trail.
What finance teams send
The documents, ready as templates.
Account opening forms
Loan and credit agreements
Investment subscription agreements
KYC declarations
Direct deposit and PAD forms
Advisory agreements
Why it fits
Three things finance teams use most.
01
Photo ID checks
ID and selfie verification for high-value documents.
02
Approval rules
Agreements over a limit wait for a second approver.
03
Admin audit log
Every admin action recorded and kept for seven years.
Usual planEnterprise
Most finance teams start here. You can change at any time.
Can we use our own sign-in?
Yes. Enterprise includes single sign-on and automatic user setup.
Do signers pay?
No. The people you send to never pay, never sign up and never install anything.
Where is our data stored?
In Canada by default. Enterprise plans can choose another region.