ADAPT’s VEPS DocPrep Professional is designed for the Document Preparation Service Provider who wants to market and deliver a cloud-based solution that can support e-commerce thru integration with a payment gateway provider. It’s a great solution for the document preparer who already has a great website but wants to build in ADAPT’s Cloud Solution.
Key features of the DocPrep Professional Solution include
- All Templates (including Gun Trust, Medicaid, IRA Beneficiary Trust and Misc. Estate Planning)
- Links for your website
- eCommerce Solution
- Ability to fully brand/white label all client facing pages
- Client Centric Access to gather important client input remotely
- Front Office Access to review client information and/or prepare documents