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What is SlidePiper?

An effective solution for B2B financial onboarding improves client interactions, optimizes the process, and simplifies operations. By leveraging digital portals, the time required for onboarding is greatly reduced, resulting in a more enjoyable overall experience that allows you to focus on vital tasks. Our digital document management system is efficient, easy to use, and does not necessitate any programming knowledge. This method reduces human errors, lessens the burden on back-office operations, and empowers you to deliver outstanding service to your clients. Enhance your business processes, increase throughput rapidly, and effectively grow your client base. With user-friendly designs that guide clients smoothly towards their goals, we provide a unified brand experience. Remove the disruptions caused by multiple touchpoints that consume your clients' time, and instead, create a streamlined customer journey that clarifies and simplifies the often complex financial onboarding process for everyone involved. By doing so, you will not only boost client satisfaction but also foster enduring relationships that benefit your business in the long run. Ultimately, the integration of these strategies leads to a more productive and efficient onboarding process.

What is Canyou?

Canyou is an Australian-based platform that focuses on streamlining small business operations through the automation of processes, thereby improving both workflow communication and overall efficiency. The platform enables organizations to consolidate and oversee a diverse range of documents, forms, licenses, and certificates in one central hub while ensuring smooth integration with existing software tools. Among its notable functionalities are the support for both government and customized forms, efficient document collection, e-signature capabilities, identity verification processes, tracking of licenses and certifications, and maintaining data synchronization. Canyou is designed to work seamlessly with popular systems such as Xero, MYOB, and Deputy, allowing businesses to continue using their established payroll and time-tracking mechanisms without any disruptions. By automating the collection and synchronization of crucial business information, the platform converts traditional paper-based practices into digital solutions, which helps keep compliance documents current and mitigates risks associated with regulatory adherence. Furthermore, it offers intelligent templates for a variety of essential tasks such as employee and client onboarding, identity verification for clients, supplier integration, team training, and much more, significantly streamlining operational workflows. This comprehensive strategy not only boosts productivity but also fosters a more organized and efficient work environment for teams, ultimately leading to improved collaboration and task management. Through its innovative features, Canyou paves the way for small businesses to thrive in a digital-first world.

Media

Media

Integrations Supported

CloudPayroll
Deputy
MYOB
Xero

Integrations Supported

CloudPayroll
Deputy
MYOB
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$30 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SlidePiper

Date Founded

2015

Company Location

Israel

Company Website

www.slidepiper.com

Company Facts

Organization Name

Canyou

Date Founded

2020

Company Location

Australia

Company Website

canyou.com.au

Categories and Features

Onboarding

Course Management
Document Management
E-Verify / I-9 Forms
Electronic Forms
Electronic Signature
Employee Handbook
Employee Portal
File Management
Job Description Management
Orientation Management
Self Service Portal
Task Management
Tax Forms
Training Management

Categories and Features

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Onboarding

Course Management
Document Management
E-Verify / I-9 Forms
Electronic Forms
Electronic Signature
Employee Handbook
Employee Portal
File Management
Job Description Management
Orientation Management
Self Service Portal
Task Management
Tax Forms
Training Management

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