Everleagues is designed for independent industry service providers such as CPAs, attorneys, mortgage bankers, and businesses owners to quickly establish a firm-wide enterprise collaboration platform. This translates into a proactive way of getting jobs done faster by streamlining communication as well as information collection and collaboration among employees and clients or customers, all in a secure and confidential environment.
Depending on your role as an employee or a client, you may use Everleagues to:
- Communicate within and beyond your firm and to reach out and collaborate with your coworkers, clients or customers, professionals, and other contacts via a secure text/voice messaging system, file transfer, video conferencing, screen sharing, and more.
- Utilize Everleagues’ general and industry-specific tools for improved efficiency; e-sign tool for tax forms, income-expense tracker, and PDF scanner are currently available.
- Post news updates for a designated group of recipients, optimized for readers’ interests and potential referrals.
- Manage your firm via a tiered and role-based system.
- Keep all relevant contacts, communications, and files in one secure platform.