Cloud-based technology allows powerful online interaction with clients and other third parties
- Individual pages may be shared temporarily with third parties
- Clients for instance may complete checklists on-line - their answers are also tagged with their name and date along with 'shared' providing indisputable audit evidence
- They are given temporary access to specified pages to answer questions, attach documents, complete system notes and questionnaires etc.
- Interaction takes place in real-time - actions and comments are instantly uploaded and saved