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 unlimited users under one account at no extra cost.
Tag users on checks, letters, and referrals to keep them informed and involved.
Control access by assigning roles — give each user only the permissions they need.
Keep communication organized with internal comments on any item — creating context and accountability.
Require approval from authorized users before checks are sent by others on your team.
Use tags to organize and categorize items — making them easier to find later.
Track the delivery status of every check, letter, and referral — all in one place.
View a complete paper trail of who created each item and who approved every check.
Get notified instantly when you're tagged on checks, letters, or referrals.
Get reminders when approvals are pending — so nothing gets held up.