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 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.

Turn on iProov facial recognition technology to improve security.

Sell faster, work smarter.