The system’s payment options include ACH, check, cards and international wire transfers for business payments with the ability to make same-day or next-day payments. The system maintains privacy for all bank account information and enables remote access for clients with two-step verification utilized when transmitted data is security encryption.

Firms can view information such as to-do lists via an integrated dashboard that also enables them to retrieve document or vendor records and see time-stamped audit-ready trails for every transaction.