Is Connective talking to any companies like CashDeck about incorporating their bank-statement download service into DocCentre?
(because)
1) At the moment I have to send clients multiple emails at the start of an opportunity - one with a questionnaire link, one with a Fileinvite link, and one with a Cashdeck link. So the client is seeing three different systems. Ultimately all this should be conveniently offered in one system. It's confusing for the client to be asked to upload documents to two separate systems.
2) Cashdeck so far is the best expense summary system we've found, mainly because it's easy to move the various auto-categories into the required Applyonline categories.