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  • Organize Records by Client
  • Create Drafts
  • Free Client Guest Accounts (coming soon)
  • Unlimited Clients
  • Bulk Edit Records
  • Admin Final Client Deletion Control
  • Unlimited Passwords
  • Duplicate Record
  • Advanced Security Settings
  • Mobile Apps and Browser Extensions
  • Compare Records
  • Group Permissions
  • 2-Factor Authentication
  • Expert USA-based Support
  • Request Access to Listed Records
  • Record History
  • Activity Audit
  • View Recently Approved Requests
  • Import/Export Records
  • Admin Final Record Deletion Control
  • User Exit Access Report