Give your front office a better way to send checks, letters, and referrals — while giving owners the visibility, control, and peace of mind they need.
Print and mail checks with a click — no need to touch a checkbook, stamp, or envelope.
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Upload a PDF to be printed and mailed — no printing, stuffing, stamping, or addressing required.
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Create and send referrals securely — and stay in the loop as they move forward.
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No per-seat pricing — invite your whole team at no extra cost.
Tag teammates to keep them informed and involved.
Give each user access based on their role.
Keep context organized with comments on every item.
Require approval before checks are sent.
See who created , approved, and when it was sent.
Track the status of checks, letters, and referrals in one place.
Keep approvals and follow-up items from getting stuck.