Boilerplate

Boilerplate is a versatile cloud-based document management software designed to streamline the collection and tracking of files and documents. According to the vendor, it caters to a wide range of industries and professions, including tax professionals, schools, healthcare organizations, customer onboarding, and credential tracking. Boilerplate offers tailored solutions to meet specific document management needs, whether for small startups or large corporations.

Key Features

Tax Credit Document Onboarding: This feature allows users to set personalized requirements for each client based on their persona. It aims to streamline the collection and tracking of sensitive tax credit documents with built-in review queues, reminders, and an organized client portal.

School Employee Digital Onboarding: Simplify the onboarding process for new hires in schools by digitizing the entire process. Users can manage and monitor onboarding from a centralized platform, utilizing customizable workflows and automated reminders for compliance.

Healthcare Employee Document Onboarding: Streamline the onboarding process for healthcare organizations by collecting forms, licenses, transcripts, clearances, and more in one portal. It also provides links to interactive training and orientation guides for new hires, aiming to reduce paperwork, improve transparency, and enhance the onboarding experience.

Remote Customer Onboarding: Streamline the digital client onboarding process by collecting forms, files, and e-signatures seamlessly. It aims to replace email attachments and manual follow-ups with an efficient system, improving the customer experience and reducing administrative tasks.

Automated License, Credential, Certificate, and Clearance Expiration Tracking: Simplify the tracking of licenses, credentials, certificates, and clearances. Users can request, upload, monitor, and track document expiration. The vendor claims it provides real-time tracking and reminders for compliance, secure storage, and easy access to relevant documents.

Embeddable Document Intake Portal: Embed a document intake portal into your website. It enables the gathering of digital forms, PDFs, e-signatures, and file requests directly from a link on the site. This eliminates the need for clients to download files or send email attachments, simplifying workflow and enhancing the customer experience.