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MereSecure® XMS: Consultant Sector

We see value in using XMS: eXchange Management System for the Consultant Industry.

Provide required documentation securely to clients and customers compliance departments

Deliver contracts, input responses and final reports or deliverables to clients and customers

Manage sub-contractors, suppliers, licenses, 1099s, I9/W9 and liability documentation to satisfy compliance and corporate governance

Deliver change orders and needed documentation to
clients and customers

Why MereSecure® XMS: Consultant?
In consulting there are clients that request for documentation as part of their vendor management processes. This requires sensitive information to be shared externally and is cumbersome to maintain. Upload all of the required information and survey information to XMS and control who has access to that information in a clear exhibit by exhibit set-up. Many documents and different types of forms flow back and forth during the course of onboarding a new client. Existing tools are implemented for invoicing but whenever documents and forms are shared between one or more parties consultants rely on email, courier delivery and fax services. File sharing platforms provide file storage plus a form of group collaboration. The XMS platform provides a way to request for client anonymity sharing information without having to collaborate at all. All with a one time secure upload of documentation. XMS provides an online work desktop to staff and all invited third party participants. XMS is easy to train on and accessible from anywhere an internet browser is installed. XMS allows you to share any information with clients, sub-contractors, colleagues and other important contacts. This interaction needs to be fully secure and without separate emails repeatedly uploading the same attachments. This interaction needs to be easy to manage. This interaction is best handled with the XMS: eXchange Management System platform. Please contact us TODAY!
What are some XMS product benefits?
  • Keep track of all clients and manage annual required documentation
  • Secure easy access to latest requested documentation for vendor compliance with information organized into tree view containers
  • Deliver forms for questionnaires, feedback, registration of your services - required responses
  • Deliver documents to clients, customers, suppliers, contractors, employees and vendors
  • Setup an exhibit to send clients responses for questionnaires, tax returns and other verification information
  • Send required documents and forms to state, county and city agencies securely
  • Collect signed change orders from owners securely
  • Submit invoices, contract amendments insurance liability policies and current employment practices
  • Searchable system of record of all activity with outside participants
  • Provide history audit trail of when a document has been downloaded or uploaded and by who
Additional XMS product benefits
  • High upload maximum filesize limit - beyond that of typical email limitations
  • Automated flow control with searchable elements
  • Input full contact/company information for easy search and re-use
  • Quickly see who has access to documents, restrict access to groups of files
  • Send repeat bundles of files quckly by setting up packages
  • Categorize and add custom parameters to files such as approved by, review date
  • Highly scalable n-tier architecture
  • No software to install (internet browser only)
  • Simple license pricing (SLP)
  • Integrate with any third-party forms package
Many documents are shared with third parties
  • Accounting Documents (Profit & Loss, Balance Sheet)
  • Benefits (Medical, Dental, Vision)
  • Bid and Proposals
  • Billing Receipts
  • Certificate of Insurance (COI) – Liability, etc.
  • Certifications & Trade Specialties
  • City Business License
  • City Use Permits
  • Customer feedback and clarifications
  • Data Policy
  • Employee Handbook
  • Feedback forms
  • Landscape Design
  • Lists of sub-contractors
  • Privacy Policy
  • Product Specifications
  • Project Management Meeting Notes
  • Questionnaire Forms
  • Rent Rolls
  • Revenue Forecasts
  • Risk Assessments
  • Security Policy and Testing
  • Tax Documents (1040, 1099, W-9, I-9, W-4)
  • Traffic Studies
  • Training Materials
  • Work schedules