Tax & Accountancy: All the information
you need in one application
Redefining the accountancy sector in ways that were unimaginable just a decade ago.
We’re trusted by many companies
In an ever-changing business landscape, staying ahead of the curve is imperative for success, and the accountancy sector is no exception.
The pace of technological evolution has not only changed the way accountants operate but has also exponentially increased the value they can offer to clients.
Embracing digital transformation is no longer an option; it’s a necessity.
FastDox can transform your business today, so why wait – contact us today to get started!
How we help?
The firms that understand and leverage these digital opportunities stand to gain a competitive edge, deliver better client services, and operate more efficiently and securely. The question is not whether to embark on a digital transformation journey, but how quickly you can adapt and evolve.
At FastDox we recognise these challenges and provide solutions that are not just innovative but also tailored to your specific needs. Our All-in-one platform is a global multilingual client management solution, offering complete automation and digitalisation throughout the entire client lifecycle within one cost-effective and succinct solution.
This includes automating processes for marketing, initial enquiries, lead management, lead qualification, skill-based routing, reengagement, self-serve onboarding/off-boarding, unlimited data & document collection/distribution, automated annual reviews, fraud detection, integrated biometric ID verification and full AML, KYC, KYB and conflict checking services.
FastDox also includes an eIDAS approved e-signature module, with inbuilt witness signing functionality, automated signer verification, dynamic merge capabilities, enabling clients to sign documents easily and securely via their personalised client portal and smart devices. With the introduction of our AI driven OCR readers & Automated reminders FastDox will take your client management and digital transformation to another level.
Why choose our CRM for Tax & Accounting Services?
Easy Document Management
Our cloud based solution does away with endless piles of paperwork.
It enhances overall efficiency and productivity and gives you the convenience of a fully online experience.
All data is protected and easy to access and modify wherever you are.
Loan
Origination
Brokers can easily review and approve loan applications from borrowers with our recognized loan origination system.
Every part of the mortgage process throughout, from applying to closing, is seamlessly managed with our mortgage CRM.
Mortgage Automator
Our end-to-end solution provides an ideal solution for residential lenders and commercial clients.
Payments and document management are all handled from one easy-to-access platform.
Effortless
Reporting
Our cloud based system makes reporting and reviewing analytics easy.
With one single login, brokers and lenders can track performance and client satisfaction, improving the overall experience of the full mortgage experience.
Key features and benefits for Accountants
Self-Service Journeys
Our automation allows financial service providers to offer self-service onboarding, enabling clients to complete, application forms, document collection, KYC, AML, ID Verification, Open Banking & Credit Checking all within one simple customer portal at a time convenient to them, freeing up human resources for more complex issues and enhancing the customer experience.
Quick Decision-making
Our enhanced data analytics and AI-driven tools provide actionable insights real-time, aiding in more informed and timely decision-making.
Open APIs & Webhooks
We know that combining FastDox with your own systems can be beneficial for everyone. Our integration process has been designed to work with your existing tech stack, so you can continue working with minimal disruption, and carry out digital transformation and automation with ease.
Automated Compliance Checks
Keeping up-to-date with ever-changing financial regulations is a monumental task. Our automation tools can help by ensuring compliance is maintained in real-time and never missed. Whether that be KYC/KYB, AML or ID Verification. All can be enabled and automated within the FastDox platform.
Automated Workflows
We understand that financial firms onboarding often involves complex, multi-step tasks like loan approval, risk assessment, and compliance checks. Our automation and digital transformation can simplify this complexity into streamlined automated workflows.
Improved Security
Advanced security protocols like encryption and multi-factor authentication can be more easily implemented and maintained within the FastDox platform.
24/7 Availability
The customer portal and AI driven reminders ensures that financial services can be availed round-the-clock, thus elevating the convenience for customers across varying time zones.
AI Based Automation
The FastDox platform utilises AI across a multitude of it’s solutions, one key area being a clients reminder cycles, through AI and machine learning FastDox will identify when is the optimal time for message delivery to ensure the very highest open rates and conversions. Another key area is our powerful optical character recognition (OCR) which combines the latest deep learning breakthroughs in computer vision and natural language processing to enable real-time data extraction thanks to a continuously optimised inference pipeline.
Integrated Open Banking
By enabling open banking for clients, you can gain access to a wealthy of information, presenting within seconds, affordability report, income and expenditure categorisation and flagging potential vulnerabilities.
Document & Data Collection
Not only can the FastDox platform collect any form of documentation or data from your clients whilst simultaneously completing in-depth due diligence, and document signing. It can also distribute this data to clients via our customer portals, and communication platform or push this data to third parties via our extensive APIs and Webhooks.
Automated Financial Reviews
If regular contact with a client is required, then FastDox’s automated financial reviews can be configured with ease, scheduling regular check points with your client base, determining financial circumstances and dynamically building tailored journeys based on the information provided.
Reduced Operational Costs
The FastDox platforms, digital tools help in reducing the cost of many operations by eliminating manual processes, which in turn decreases the likelihood of human error.
Risk Assessment
Our AI and machine learning tools can analyse more variables than humanly possible when assessing risk, ensuring a more comprehensive review.
Global Outreach
The FastDox platform opens up new avenues for expanding your customer base, not just locally but globally.
Reimagining: the tax & accountancy process
FastDox ensures that mortgage and loan agents enjoy a fully integrated experience where they can manage anything from loan origination to automated marketing in one place.
Our online sources allow you to easily check balances and bank
accounts, dial leads, and manage the document exchange process.
Automating credit origination from one platform
Mortgage CRM software enables lenders to facilitate several loan origination processes. These include collating client data to check for prequalification of loans, as well as seamless client communication throughout the whole process.
Loan origination software makes it easy to deliver a high level of client service as it helps users with every step of the advice process and beyond.
FAQ’s
Need more information regarding our mortgage CRM services? Read our list of frequently asked
questions to get the answers you’re looking for.
If you still need more information, please give us a call at 0161 820 9313
What support do you offer me and my team?
We provide a full consultancy service via our Customer Success Team.
We will work alongside your Operations Team to project manage a road map of success to ensure that integration is seamless, smooth and hassle free.
All businesses are different, and we will be happy to make suggestions to improve your processes and how FastDox will give you maximum return on investment, improve conversions and boost productivity.
What other platforms does FastDox integrate with?
We have open API and Webhooks available, so providing that you have access to API keys and Webhooks, we can integrate with ease to any CRM.
How do you train me and my staff to use FastDox effectively?
Our Customer Success Team are available to ensure your staff and users are fully trained and competent to use FastDox before going live.
We will conduct training on-site or remotely – it’s entirely your choice.
Once the initial training is completed, you will have access to your bespoke explainer and training videos.
These are made specifically for your business and a full “How to” suite of comprehensive training documentation and guides.
FastDox is fully self-configurable, therefore we will ensure your Operations Team will be proficient on making changes and providing ongoing training, but if you ever need us, just call, we are always happy to help.
When will the billing commence?
Billing commences when you go live. We believe in making sure the system is built to your exact specifications before mutually signing off and being deployed in a live environment.
If I want further developments or improvements of FastDox who do I contact?
You will be assigned a dedicated Account Manager; their role is to ensure that you are getting as much out of FastDox as possible.
They will be in regular contact and will keep you posted with further releases and new modules.
Your Account Manager can be contacted by phone, email and live chat. We are not faceless and are always happy to chat!
Any technical questions can be asked through our Service desk available 12 hour per day Monday to Friday
How quickly can you get you me and team up and running with FastDox?
We have a large in-house development team, we can set companies live inside of 24 hours. We can work as fast as you need us to.
What is the price of your mortgage CRM software application?
We provide a full consultancy service via our Customer Success Team.
We will work alongside your Operations Team to project manage a road map of success to ensure that integration is seamless, smooth and hassle free.
All businesses are different, and we will be happy to make suggestions to improve your processes and how FastDox will give you maximum return on investment, improve conversions and boost productivity.
FastDox all-in-one platform
Our all-in-one platform combines the power of 20 products into one customisable and brandable system. We have helped businesses consolidate multiple cumbersome existing individual products into one centralised and succinct solution whilst streamlining processes, improving efficiency, reducing costs, and increasing conversions
How does it work?
We're trusted by 100's of companies to
accelerate their business growth
1
Book a live
demonstration
Speak with one of our team and understand why FastDox is right for you and your business.
2
We’ll start the
onboarding
process
We’ll start building out
your software to your exacting specifications.
3
Move your new software
to a live environment
You’ll start benefiting straight away from our advanced CRM software.
Integration options to move
your data between web apps
- Use our API or powerful webhooks to link FastDox with many popular tools and services
- Receive leads directly from lead providers
- Connect seamlessly with 3,000+ external web apps and automate workflows between them with our Zapier integration
- Integrate with your external calendars
Your questions answered
Your questions are important to us. Read our list of frequently asked questions to get the answers
you’re looking for. If you still need more information please give us a call on 0161 820 9313
What support do you offer to assist me and my team?
We provide a full consultancy service via our Customer Success Team. We will work alongside your Operations Team to project manage a road map of success to ensure that integration is seamless, smooth and hassle free. All businesses are different, and we will be happy to make suggestions to improve your processes and how FastDox will give you maximum return on investment, improve conversions and boost productivity.
What other platforms does FastDox integrate with?
We have open API and Webhooks available, so providing that you have access to API keys and Webhooks, we can integrate with ease to any CRM.
How do you train me and my staff to use FastDox effectively
Our Customer Success Team are available to ensure your staff and users are fully trained and competent to use FastDox before going live.
We will conduct training on-site or remotely – it’s entirely your choice.
Once the initial training is completed, you will have access to your bespoke explainer and training videos.
These are made specifically for your business and a full “How to” suite of comprehensive training documentation and guides.
FastDox is fully self-configurable, therefore we will ensure your Operations Team will be proficient on making changes and providing ongoing training, but if you ever need us, just call, we are always happy to help.
When will the billing commence?
Billing commences when you go live. We believe in making sure the system is built to your exact specifications before mutually signing off and being deployed in a live environment.
If I want further developments or improvements of FastDox who do I contact?
You will be assigned a dedicated Account Manager; their role is to ensure that you are getting as much out of FastDox as possible.
They will be in regular contact and will keep you posted with further releases and new modules.
Your Account Manager can be contacted by phone, email and live chat. We are not faceless and are always happy to chat!
Any technical questions can be asked through our Service desk available 12 hour per day Monday to Friday
How quickly can you get me and my team up and running with FastDox?
We have a large in-house development team, we can set companies live inside of 24 hours. We can work as fast as you need us to.
Other companies have already made the
switch to FastDox, why not join them?
FastDox is helping teams just like yours to manage
their leads and close more deals.
Just request a demo to get started.
- FastDox are committed to protecting your privacy
