Clients followed up. Contracts signed. On your computer.

Software for Windows and macOS, billed monthly, no commitment. Install it, sign in, get to work.

See the softwareCompare prices

The software

Buy each one on its own or as a bundle. More are on the way.

  1. 01SignRead, edit and get your PDFs signed.Windows · macOS$15 / month
  2. 02CRMYour clients, tasks and opportunities.Windows · macOS$50 / month

Sign

PDFs, from first draft to signature.

No more juggling a reader, an editor and a signing service. Sign does all three, on your machine.

A real PDF editor
Edit existing text, add images and notes, highlight, truly redact, fill in forms with their calculations, organize and combine pages.
Signatures without chasing
Multiple signers, in order or all at once. Access codes, expiry dates and automatic reminders, in English or French.
Solid proof
Every signed document comes with an audit trail (date, IP address, device), a signing certificate and a SHA-256 fingerprint that can be verified online.
Discover Sign

CRM

Know where every client stands, without digging.

The CRM keeps the history, reminds you of tasks and spots deadlines. Built for any business, with a full module for independent financial advisors.

For any business

  • Client records, notes, tasks and meetings
  • Weekly dashboard
  • Search, filters, tags and favourites
  • CSV exports

For financial advisors

  • Portfolio, GICs, fixed income and insurance
  • GIC maturities and insurance renewals spotted
  • RRSP-to-RRIF conversions
  • Asset reports by account, category and risk
Discover CRM

One monthly price. Nothing hidden.

Billed monthly in Canadian dollars. Cancel anytime from your account.

Taxes (GST and QST) extra.

How it works

  1. 1

    Subscribe

    Pay by credit card in a few seconds.

  2. 2

    Download

    Windows and macOS installers are in your account.

  3. 3

    Sign in

    Sign in from the app. One subscription, one device at a time.