Close Wise is an intuitive scheduling and tracking automation tool, specifically designed for the document signing industry. This signing agent platform allows document signings to be scheduled, tracked and updated without hassle or fuss, while enabling clients to organize their business with the least amount of effort, improving workflow cohesion for everyone involved.

They make it easy to stay ahead of schedule with a revolutionary way to manage contracts. The automation and features enable clients to be fast and efficient throughout the process, helping them stay ahead of schedule at all times. They offer auto and manual data entry, and auto offers bidding systems, call and confirmation systems, seamless order status, calendar integrations and an available agents list.

Their accounting features include paid and unpaid incomes list, expense tracking, invoicing automation, along profit and loss reporting. The reporting features include P&L summaries, status reports, a mileage log and receipt tracking.

Close Wise offers an all-in-one system, keeping the business in one place with profit and loss reporting, which are automatically generated based on income and expense data, enabling clients to review their taxes at a glance. The expense tracking features, enable clients to take a photograph of receipts for easy reporting while ensuring that they never miss a payment.

A spokesperson for Close Wise, said “Our payment processing feature is done directly through the platform, while it assists with agent payroll and approval automation. Clients can receive payments directly through Close Wise, simply by linking their accounts, making payroll easier and trackable to reduce the risk of discrepancies. We also offer close fire details, offering everything the clients need for assignments at a glance with an action button, signer information and more.”

Close Wise brings more than twenty years of experience to the table, with new-age technology to increase workflow through automation and organization, helping clients manage their document signing business with ease. They can save money and time, manage and update clients through this platform that is redefining the signing services industry with powerful scheduling software and more. Full details can be found on their website, which is easy to use and filled with valuable information.

About Us:

Close Wise is a robust payment platform catering to companies, helping them manage their document signing business with ease. The platform is made by signing companies for signing companies introducing new-age technology to save time and money while increasing workflow through automation and organization. The company manages and updates clients, redefining the signing services industry. Close Wise offers powerful scheduling software with a smart dashboard, scheduling, effective reporting, payment processing and more with real-time alerts, as an added convenience. They provide the technology to make the entire document signing process easier with glowing reviews. Visit https://www.closewise.com to find out more.