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About Shuttle

Signing up customers and completing KYC & AML checks manually can be time-consuming. With the Shuttle Sales Portal, customers complete forms, sign agreements and communicate with you digitally in real time. Shuttle partners with Equifax, Onfido, Credit Safe and Passport Proven giving you instant ID verification, credit and background checks.

Shuttle works from both your website and partner network and is provided as a white label solution in your look and feel.

Get Started with Our FREE Partner Sign Service – start signing up your partners and introducers directly from your website.

About ContractZen

ContractZen is a cloud service that features advanced metadata-driven document and contract management, electronic signature and built-in datarooms (VDR). Secure and easy to use on any device, it enhances governance and business by reducing costs, accelerating processes and minimizing risks. With ContractZen, companies of all sizes, in every industry and in every geography are always prepared for due diligence and audits.

Users can upload and store all of their contracts and other important documents in ContractZen by emailing attached documents directly to the system, or via drag-and-drop. The system automatically attaches metadata to the documents, and users can add additional metadata using visual tagging. Custom hashtags can be created by users and assigned to contracts for flexible categorization. The advanced search engine allows users to search for contract data, and select visual filters to narrow down their search. Contract due dates can be set and automated email reminders sent to team members to ensure that key dates are not missed.

ContractZen also offers meeting management capabilities, allowing users to organize, e-sign and manage executive and board meetings. Meeting invites can be sent out automatically, and attendees can also be reminded of upcoming meetings. Inbuilt Datarooms (VDR) enable the secure sharing of all materials in financial and tax audits, due diligence processes and joint venture situations. With the built-in Company Register, users can manage corporate structures, ownership, board members, auditors, related contact information, and more.

About Easy Accountax

Easy accountax is the ideal solution for you. Online cloud based accounting software that provide book keeping, payroll, self assessment, CRM, HRM, Stock Management and function. Whether you are a small business, an individual or an Accountant, We provide a one-stop solution for you. From accounting to payroll to invoicing. It’s all included. No extra charges for any add-ons.

An ideal solution for small businesses and accountants! The most convenient way to manage and operate all accounting transactions is Easy Accountax. From simple bookkeeping to invoicing the clients, it does it all for you! Being a cloud-based accounting solution, it has an amazing bunch of features such as:

  • Financial Reports
  • Asset Management
  • Free Upgrades
  • Invoice Settings
  • Banking
  • Time & Billing
  • Multi-Currency
  • Document Management
  • CRM
  • Bills & Expenses
  • Corporation Tax
  • Payroll

With Easy Accountax, you will be able to respond quickly to customer queries and also customise invoice templates before sending them. This cloud-based accounting software has enabled many enterprises and even individuals to achieve higher performance. This cloud-based accounting solution does not only provide the accounting data, but also TAX filing process and VAT Returns. The accounting industry is going through a tremendous transformation and leading through it will surely count on smart challenges undertaken by the owners.

We are a growing and passionate team based in central London and we want to provide affordable yet powerful and intuitive accounting solution for small businesses and accountants.

Features

  • API
  • Audience Targeting
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Expense Tracking
  • External Integrations
  • Forecasting
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Referral Tracking
  • Scheduling
  • Supplier Management
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator

Features

  • 2-Factor Authentication
  • API
  • Chat
  • Dashboard
  • Data Export
  • Data Import
  • Document Comparison
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • History/Version Control
  • Multi-User
  • Notifications
  • Password & Access Management
  • Project Management

Features

  • 2-Factor Authentication
  • Accounts Payable
  • Accounts Receivable
  • API
  • Balance Sheet
  • Billing/Invoicing
  • Budgeting
  • Calendar Management
  • Contact Management
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Expense Tracking
  • External Integrations
  • Forecasting
  • General Account Ledger
  • Inventory Tracking
  • Multi-Currency
  • Multi-User
  • Notifications
  • P&L
  • Payroll
  • Supplier Management
  • Tax Management
  • BitCoin
  • PayPal
  • Stripe
  • SAP Integration

Summary

  • Let Partners Sign Up From Your Website

  • Let Partners start referring business and track progress

  • Let customers upload KYC information

  • Customers complete proposals using digital signatures

  • Instant KYC/AML feeds from Equifax, Creditsafe, Onfido & Passport Proven

  • Flexible Form completes, create your own or use existing (ie Direct Debit)

Summary

  • Contract Management

  • Meeting Management

  • Financial, Administrative & HR Document Management

  • Company Register with Corporate Hierarchy View

  • Multiple e-Signature Services

  • Datarooms (VDR) for secure sharing

  • Touch and Mobile Optimized

  • Clearly Defined Set of Metadata for Each Category

  • Drag-And-Drop File Upload with Automated Metadata Form creation

  • Unlimited Number of Documents

Summary

  • CRM Integration

  • Free Upgrades Lifetime

  • Asset Management

  • Time & Billing

  • White Label Solution as per User Requirement

  • Payroll

  • VAT & CIS Submission for UK based Business

  • Multi Currency

  • Document Management

  • Mobile App

Pricing

Starter Package

Free
Included in plan:
  • Sign Up Partners From Your Website
  • Up to 5 Internal Users
  • iFrame Web Form
  • Five Forms (Contract, T&Cs)
  • Unlimited Digital Signatures
  • AML/KYC Checks from Creditsafe or Equifax (chargeable)
  • Pipedrive Integration
  • Initial Service Setup Included

SME

$85.00
5 user(s) / month
Included in plan:
  • Web Direct Journey
  • Accept Applications from your website
  • Up to 5 Internal Users
  • iFrame Web Form
  • Five Forms (Contract, T&Cs)
  • Unlimited Digital Signatures
  • 20 Companies House Lookups
  • Passport/ID Verification from Passport Proven or Onfido (chargeable)
  • AML/KYC Checks from Creditsafe or Equifax
  • Pipedrive Integration
  • Initial Service Setup Included

Professional

$275.00
10 user(s) / month
Included in plan:
  • Get Partners Referring Business
  • Web Direct and All Partner Journeys
  • 10 Internal Users, 10 Partner Licences
  • iFrame Web Form
  • 10 Forms (Contract, T&Cs)
  • Unlimited Digital Signatures
  • Unlimited Companies House Lookups
  • Passport/ID Verification From Passport Proven or Onfido
  • KYC/AML Checks from CreditSafe or Equifax
  • Pipedrive Integration
  • Initial Service Setup Included
  • 3 months Shuttle Together Support

Pricing

Starter

$8.00
2 user(s) / month
Included in plan:
  • 1 GB File Storage

Intermediate

$12.00
5 user(s) / month
Included in plan:
  • 2 GB File Storage

Professional

$15.00
unlimited user(s) / month
Included in plan:
  • 5 GB File Storage

FAQs

    Does this service integrate with any other apps?
  • Pipedrive
    Microsoft Dynamics

  • Does this service offer an API?
  • Yes to leading CRM applications

  • Who are the main user groups of this service?
  • Challenger Banks, P2P Lenders,Commercial Finance Lenders and Brokers, Professional Service companies such as Accountants that need to conduct AML/KYC

  • What is this service generally used for?
  • Signing Up new customers through your website and partner network.

  • What are some applications this service is commonly used in tandem with?
  • Pipedrive
    Microsoft Dynamics

  • Does this service offer guides, tutorials and or customer support?
  • Online training module for all packages
    Dedicated Customer Success Manager for Professional Package
    Email and chat support for all

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes multi-user capable.
    Different administrator options

  • What platforms does this service support?
  • All Web apps

FAQs

    Does this service offer an API?
  • No, ContractZen does not have an API available.

  • What is this service generally used for?
  • The benefits of ContractZen are, for example:

    Meeting memos, contracts, and other documents can be signed electronically, with the same enforceability and validity as traditionally signed documents.

    Built-in virtual data rooms (VDR) allow users to securely share documents with external individuals and organizations, for joint ventures, tax and financial audits, due diligence, and more.

    Metadata is used to create dynamic views of all contracts, and users can limit their searched to precise fields and save search terms to create report-like queries.

    Automated email reminders can be created to alert users to important dates, and all contracts can be viewed in the contract calendar.

    Files can be imported by dragging-and-dropping them into the system, or by emailing documents directly to ContractZen.

  • Does this service integrate with any other apps?
  • ContractZen integrates with the following applications: Microsoft Office 365, Assently.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, you can add as many users as you want (Note: Pricing is billed per user).

  • What platforms does this service support?
  • ContractZen is web-based so it works on any device. In addition, we have a native iPhone/iPad App.

  • Does this service offer guides, tutorials and or customer support?
  • ContractZen offers the following support options: FAQs, Forum, Knowledge Base, Online Support.

  • Who are the main user groups of this service?
  • ContractZen has the following typical customers: Large Enterprises, Mid Size Business, Small Business. ContractZen is well suited for companies of all sizes, in every industry and in every geography. Our users are typically financial and administrative personnel, legal professionals and executives.

FAQs

    Does this service offer guides, tutorials and or customer support?
  • Yes, We offer full guideline also call and chat support.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, Support multi user for accounting team.

  • Who are the main user groups of this service?
  • Every one like small business, accountant, hospitality, vendor, IT company, grocery store owner, shopping store owner. Compatible with every business.

  • What platforms does this service support?
  • Web based software for every computer user. Also support Iphone and android app.

Vendor Information

Founded:
-
Based in:
Croydon
Employees:
2-10
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other

Who uses Shuttle
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • WinPhone
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses ContractZen
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
Languages:
English, Finnish
Regional Restrictions:
No restrictions.

Other

Who uses Easy Accountax
  • Personal
  • Startups
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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