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MereSecure® XMS: Non-Profit

We see value in using XMS: eXchange Management System for Non-Profit.

Send financial prepared report documents to prospects, customers and to parent organizations

Ask for proposals from sub-contractors based on initial sets of drawings provided

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

Delivery platform to groups of agencies at state, county and city levels

Why MereSecure® XMS: Non-Profit?
Non-profits, churches etc. need to report for example their financial health status annually to various third parties including the IRS and typically their parent organizations. They also do vendor management on any contractors or software providers for meeting requirements set with data and privacy policies. Sharing necessary sensitive information can be cumbersome to control. Upload all of the requested information and questionnaire information to XMS and directly 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 managing the process. Additionally, when sending these updated financial statements from affiliated churches to their parent organizations -- XMS can be used to manage all of the entities within a single exhibit container. Existing tools are typically implemented but fall short whenever documents and forms are shared between one or more parties requiring re-upload. Non-profits 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 isolated data 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 participants. XMS is easy to train on and accessible from anywhere an internet browser is installed. XMS allows you to share any information with personnel, leaders of organizations, vendors, suppliers, contractors and other important contacts. This interaction needs to be fully secure and without separate emails repeatedly uploading the same outdated attachments.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?
  • Send financial documents to parent organization from satellite offices to meet budget requirements
  • Send teacher or administration hiring packets and collect form responses from new hires
  • 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 request vendor management compliance of all third-party services contracts
  • Send required documents and forms to state, county and city agencies securely
  • Secure easy access to latest requested documentation for vendor compliance with information organized into tree view containers
  • Require updated license and certification proof routinely
  • 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
  • Change Order requests
  • City Business License
  • Customer feedback and clarifications
  • Employee Handbook
  • Employee Hiring Packets
  • Feedback forms
  • Permit & Applications
  • Questionnaire Forms
  • Risk Assessments
  • Tax Documents (1040, 1099, W-9, I-9, W-4)
  • Training Materials
  • Work schedules