Services

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No Storage

No data storage in this plan
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100 GB Storage

You can storage 100 GB data
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250 GB Storage

You can storage 250 GB data
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150 GB Storage

You can storage 150 GB data
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Digital Signature

You can sent any document for digital signature by someone
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Send Forum By Email

You can send forum by email.

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Send Forum By SMS

You can send forum on any mobile number.

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Created Form

Create your own form for survey, or query.

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Benefits Module

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Group Retirement (RRSP, TFSA, Pension)

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Benefits Marketplace for Modern Benefits (EAP’s, Mental Healthcare, Virtual Medical, Central Dispensing Pharmacies)

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Monthly educational content

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Quarterly claims reporting

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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In-depth Renewal Reviews and Negotiations

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Dedicated Benefits Specialist Team

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Wellness/Lifestyle/Flexible Spending Accounts

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Healthcare Spending Accounts (HSA’s)

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Life, AD&D, Disability, Critical Illness, Extended Healthcare, Dental

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Large Block Arrangements - Aggregate buying which improves your bottom line and renewals

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Group Benefits from any carrier

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Employee Benefits

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Third-party integrations

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Kanban style ATS funnel

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Auto-archiving

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Auto-scoring

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Applicant ratings

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Applicant profiles

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Unlimited job postings

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Customizable public job board

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Applicant Tracking System

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Custom survey templates

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Custom review templates

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Surveys (anonymous and public)

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Feedback (public and private)

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Goals (shared and individual)

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Reviews (peer to peer, 360, 1-1)

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Performance

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Bonus accruals

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Custom team visibility

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Approval flows with multi levels

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Team time off calendar

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Accrual tracking

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Unlimited leave types

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Requests and overrides

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Fully managed payroll (costs extra)

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Records and reporting

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Payroll history

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Roles and permissions

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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EHT calculations

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Automatic ROE's

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Automatic T4's

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Direct deposit

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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CRA remittances

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Custom reporting

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Asset tracker

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Training tracker

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Reporting

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Customizable notifications

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Documents and e-signatures

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Roles and permissions

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Employee benefits portal

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Hiring and onboarding flows

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Employee profiles

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Employee database

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Company management

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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SMS massage

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Live support

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Live chat (text-calling-video)

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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Email template ready to use

  • Securely import transactions from your bank, credit cards, PayPal, Square, and more.*
  • Automatically sort transactions into tax categories.
  • Snap photos of your receipts and we’ll…
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