FileBound eliminates bottlenecks caused by data silos, ensuring all authorised team members have access to the latest information, all of the time. Designed for a user-friendly experience with minimum user training required, FileBound is easy to implement and is scalable, flexible, and secure. Forms and documents are auto-populated with the details for each client, and completed and approved documents are instantly fed back into the system for storage and easy remote access.

FileBound’s intuitive features work with your existing software to anticipate the content required to complete tasks and deliver them to your team. Storing and sharing files is easy and instant notifications tell team members when new tasks are created, with access to full details in just one click. The easy to use system allows users to add new content and store it in customisable folders that are instantly available to view.

FileBound keeps sensitive information safe, secure, and available as needed. As an Iress Open partner, you can be assured that our software complies with the highest standards of data security. In just a few clicks, account administrators can assign individual, group, or system-wide permissions ensuring only authorised users have access to confidential information. Audit trails allow managers to track who has viewed, edited or sent any document in your library.