Clients join the Flow without having to sign up; they just verify their email. Since only invitees have access, you maintain a high degree of confidentiality and privacy. It’s both easy and secure.
Use the Flow to share checklists and request documents. Because it’s asynchronous, each team can work at its own pace and is notified when there are updates.
Stay up to date. TakeTurns notifies you when the client organization responds to your requests. Use the built-in chat to ask questions, resolve issues, and keep everyone on the same page.
Get a big picture of the entire process. See a complete timeline of all documents, requests, queries, and communications. The audit trail helps demonstrate thorough due diligence and adherence to compliance standards.
Most deal prep happens in email. After the process is complete, sensitive information remains in inboxes and file shares. Not with TakeTurns. All content is automatically archived and removed after you wrap up.
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