Features

Additional Features

Unlimited Users

No per-seat pricing — invite unlimited users under one account at no extra cost.

User Tagging

Tag users on checks, letters, and referrals to keep them informed and involved.

Role Based Permissions

Control access by assigning roles — give each user only the permissions they need.

User Commenting

Keep communication organized with internal comments on any item — creating context and accountability.

Approval Workflow

Require approval from authorized users before checks are sent by others on your team.

Categorizing

Use tags to organize and categorize items — making them easier to find later.

Delivery Tracking

Track the delivery status of every check, letter, and referral — all in one place.

Papertrails

View a complete paper trail of who created each item and who approved every check.

Notifications

Get notified instantly when you're tagged on checks, letters, or referrals.

Reminders

Get reminders when approvals are pending — so nothing gets held up.