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What is TextPlan?

Whether you call it document generation, automation, assembly, or creation, our expertise in these services is unmatched! With TextPlan, you have the ability to leverage essential document templates directly on your website. This online feature empowers clients or prospects to input their data into the templates themselves. TextPlan is ideal for swiftly producing any kind of document while minimizing errors. It is commonly used for crafting legal documents and managing complex document assemblies. To aid in the development of user-friendly forms that reduce mistakes, TextPlan offers a powerful form configurator, which enhances both automation and data entry validation processes. Additionally, TextPlan provides numerous integration options, ensuring a smooth connection with your existing operational workflows and business strategies. You retain complete control over how and when clients can access your templates and the documents they create. This adaptability allows you to customize the document creation process to align perfectly with the unique requirements of your business and clientele, ultimately leading to a more efficient workflow. Furthermore, by utilizing TextPlan, you can significantly improve client satisfaction through a seamless and efficient document generation experience.

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

Integrations Supported

CloudPayroll
Deputy
MYOB
Xero

API Availability

API Availability

Pricing Information

$16 per user per month

Pricing Information

$30 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

TextPlan

Date Founded

2004

Company Location

Netherlands

Company Website

www.textplan.com

Company Facts

Organization Name

Canyou

Date Founded

2020

Company Location

Australia

Company Website

canyou.com.au

Categories and Features

Forms Automation

Archiving & Retention
Remote Document Access
Text Editing

Categories and Features

Customer Onboarding

Not specified

Forms Automation

Not specified

Onboarding

Not specified

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