Financial services

Faxing for firms with a retention obligation.

Custodians, lenders and tax authorities still ask for a faxed signature page. When an examiner asks what you sent and when, the answer needs to be on file rather than in someone's memory.

What you get

An exportable record you keep

Every fax you have sent or received stays available to export as PDFs — including after you cancel, which is not how most fax services treat your history.

Everyone on one number, with a record of who did what

Give each person their own direct number or share a main line. Group them by department, separate who can send from who can only view, and keep an audit log of every send, view, download and export.

Cover sheets and contacts that stop misdials

Save the numbers you use, send from a saved contact rather than typing ten digits, and block numbers that shouldn't reach you.

Keep the number that's on everything

Your fax number is printed on letterhead, directories and referral forms. Port it in free, and port it out free if you ever leave — no notice period and no penalty.

What people send

Anything that prints. We convert PDF, Word and images on the way through.

Account transfer forms
Signature pages
Tax authority correspondence
Loan and payoff documents
Client authorisations

Other industries

Healthcare

Referrals, prior authorisations, lab results and discharge summaries still move by fax because the receiving side asks for it.

Legal

Courts, opposing counsel, title companies and government agencies still take filings and service by fax.

Insurance

Carriers, adjusters and lienholders each have their own intake preference, and a surprising number of them still print what you send.

Real estate & title

A closing runs on documents arriving in the right order from lenders, escrow, surveyors and county offices — several of whom will only accept a fax, and all of whom are waiting on each other..

Staffing

Credential packets, licences and timesheets move between your agency, the facility and the candidate — often to a hospital HR department that still runs a fax queue..

Your fax number can be live before your next meeting.

Thirty days, money back — tell us inside 30 days and we refund everything you paid. Cancel after that and we refund the unused part of the month.