- Unlimited clients, requests, and engagements
- Advanced requests with multiple records, document types, and inline comments
- Visual task board for managing requests
- Unlimited access to AI Copilot with GPT-4o mini from OpenAI
- Sign in with Microsoft SSO for firms
- Email authentication for clients
- Bank Grade Security and SOC 2 Type 2 Compliance
- Data encrypted at rest and in transit, excluded from AI training
- Custom data retention and deletion policies
- MS Teams, Email, and Video support
- White glove onboarding and setup

