In preparation for audits, tax return preparations, loan applications, estate and exit planning, the process of putting together the required provided by client (PBC) documents often turns out to be messy and time-consuming.
In addition to an extremely tedious document collection process, a significant amount of time is lost due to inefficient communication between professionals and their clients.
Our Request List Management solution helps you streamline and automate the management of this frequently arduous procedure.
In short, RLM helps you focus your talents as a professional where you deliver value, not on the document collection effort.Book A Live Demo
When Dropping Your Files In a Box Just Won't Cut It.
You need comprehensive file storage & management, you need Vault Rooms.
Quickly and easily create or upload your request list and assign tasks to your client.
Stop wasting time searching emails, computers, and servers for project-related documents.
Quit juggling a chaotic document
review and approval process.
V-Rooms was very useful and user friendly. Their customer service representatives were incredibly helpful whenever we had any questions about the service. Anytime I called they were friendly and very helpful. Matt Godden - Managing Partner - Focused Technology
"I've been doing this for 10 years and I'm so excited about V-Rooms! It's going to be a game changer!" Patricia Dowdy - Charlotte's Premier Restaurant Brokerage Firm
In a world where business partners can be in different cities, states or even countries and where closing any financial transaction demand an ever increasing degree of due diligence and documentation, the ability to virtually share materials with multiple parties all having different needs (access, edit rights, etc.) is invaluable. In this way, V-Rooms is a critical tool in my business. I highly recommend it! Michael Carney - Business Development Associate - Upfront Ventures