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2015-09-25
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2019-03-10
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2018-08-08
Good product for the money
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Ability to create and save documents required by insurance industry is a plus. I like being able to access the program from anywhere and being able to upload documents for client files.
Does not have ability to do sub folders and wish there were a section for each client for notes for tracking of conversations. Also wish there were a calendar where you could add tasks with reminders.
2017-11-14
Easy to use and price is good
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2024-01-18
good enough but I am being billed $30…
good enough but I am being billed $30 and $30 for this month October alone and I only have one license. Just me. I need this corrected immediately.
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2022-10-19
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2022-08-13
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2021-02-17
Share Assignment Agreement Feature
The Share Assignment Agreement feature simplifies the process of transferring shares. It provides a clear framework for assigning ownership in a straightforward and secure way.
Key Features
User-friendly interface for easy navigation
Customizable templates to fit various needs
Secure electronic signatures to ensure authenticity
Automatic notifications for involved parties
Options to specify share transfer conditions
Potential Use Cases and Benefits
Transferring shares among investors in a company
Assigning employee stock options as part of compensation
Facilitating family member share transfers in a trust
Simplifying the process for startups looking to raise funds
Providing clarity and legal validation in share transactions
This feature helps you efficiently manage share assignments. By using the Share Assignment Agreement, you can eliminate confusion and reduce legal risks associated with share transfers. It saves you time and effort, allowing you to focus on growing your business.
#1 usability according to G2
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