Average Ratings 2 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Like many businesses, you likely find yourself waiting extensively for clients to provide necessary documents, leading to a significant loss of time while you search across various platforms for important files. Instead of continuously following up with clients for those documents, offer them a user-friendly and secure mobile app for file sharing that they will appreciate. With Client Experience 2.0™, powered by Liscio, accountants and bookkeepers can significantly enhance their efficiency. Liscio serves as a contemporary, secure, mobile platform that facilitates communication with clients and the exchange of sensitive information, including documents and eSignatures, all while on the move. Clients often prefer texting, and urgent matters can easily get overlooked in crowded email inboxes. Liscio’s Real-Time Messaging creates a secure direct line between you and your clients, allowing you to stay updated on all interactions with clear tracking of progress and responsibility. Additionally, client-oriented tasks come equipped with text notifications and automated reminders for overdue items, ensuring that your clients remain on track and informed. This streamlined approach not only improves communication but also enhances the overall client experience, making your firm more responsive and effective in handling client needs.

Description

Take charge of your confidential documents with SS&C Intralinks VIA Elite, our top-tier secure file-sharing solution designed on the industry's premier dealmaking platform. Engage in smooth collaboration with both internal teams and external partners, while minimizing the time spent on manual uploads and data synchronization, thereby improving data integrity and governance. Retain control over sensitive information through detailed user permission settings, customizable workflows, information rights management, watermarking, download restrictions, and other sophisticated features. Enjoy the flexibility of accessing Intralinks from your mobile device at any time and from any location. Our secure mobile application allows you to oversee files, regulate user access, set alerts, and much more. Gain valuable insights into user activity, document utilization, and project developments through our robust reporting modules. Intralinks not only offers secure collaboration software but also provides reliable online document-sharing solutions that facilitate enterprise collaboration across various organizational, corporate, and geographical landscapes. Ultimately, this platform empowers you to maximize efficiency while safeguarding sensitive information.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Dynamo Software
Karbon

Integrations

Dynamo Software
Karbon

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Liscio

Founded

2017

Country

United States

Website

liscio.me

Vendor Details

Company Name

SS&C Intralinks

Founded

1996

Country

United States

Website

www.intralinks.com/products/via

Product Features

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

File Sharing

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

Product Features

File Sharing

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

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