FaxDirect for finance

Every claim and application, traceable years later.

A claims officer reviewing a received document in FaxDirect at her desk.

Operations

Built for the volume a finance office actually receives

An inbox per team

Members are assigned to the inboxes they work in, so claims, underwriting and collections are not sharing one pile.

Find it by client, policy or account

AI content search reads the words on the page, so a document comes back by name or number rather than by when it arrived.

Evidence for the file

A signed receipt for every page, timestamped, with what the receiving fax acknowledged.

Who handled it, on the record

Every view, download, send and forward is written to a log you can hand an auditor.

Documents arrive on their own

Background sync checks for new faxes as often as every 30 seconds, so a signed form is on screen without anyone going to look.

Canadian or US residency

Choose where documents are stored, and get the choice in writing for procurement.

What an auditor can ask you for.

Every claim, and the control behind it
  • A timestamped record for every transmission
  • What the receiving device acknowledged
  • Who viewed, exported or deleted a document
  • Where documents are stored, in writing
  • A signed receipt for every page, exportable
  • Encryption in transit and at rest

Questions

What finance teams ask

What can we actually hand an auditor?

A signed receipt for every page with the receiving device acknowledgement, and an exportable log of every view, download, send and forward.

Can each team keep its own queue?

Members are assigned to the inboxes they work in, so claims, underwriting and collections are not working out of one shared pile.

How quickly do documents show up?

Background sync checks for new faxes as often as every 30 seconds, so a signed form is on screen without anyone going to look for it.

Is our data held in Canada?

Canada or the United States. You choose at provisioning and the choice is written into your service agreement, which is usually what procurement asks to see.

What does it cost to send more pages?

Nothing extra. Sent and received pages are unlimited on every plan, there is no setup fee, and self-service plans carry no contract.

Audits look backwards. Your records should too.

  • Free standard number porting
  • Unlimited sent and received pages
  • Cancel from account settings, any time