The experts at PaayaTech have developed digital solutions that automate client intake workflow software; automatically update contacts with any device that synchronizes with Microsoft Exchange such as smartphones and tablets; integrate with Thomson Elite to create a financial dashboard; and automate the creation of legal documents.
These products are highly customizable to your company’s requirements.
These products are highly customizable to your company’s requirements.
CorpSync
CorpSync is our web-based platform that automatically uploads and updates contacts and personalized corporate information in Microsoft Outlook, and on any mobile device that synchronizes with Microsoft Exchange, such as iOS and Android phones.