Available integrations

Import and export documents

Collect credit card payments when onboarding clients.

Set up direct debit mandates when onboarding clients.

Send documents for e-signature directly from SageLive.  Click here for installation instructions.

Send documents for e-signature or publish them to client portals directly from BTCSoftware.  Click here to find out more.

Run ID and document checks as part of end-to-end onboarding processes of employees or clients.

Send documents for e-signature or publish them to client portals directly from Logical-Office.  Click here to find out more.

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