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MereSecure® XMS: Retail - Consumer

We see value in using XMS: eXchange Management System for the Retail - Consumer Industry.

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

Send documents to tax preparers, financial institutions

Send documents to retailers, rebates, attorneys, social services, friends and employment opportunities

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

Why MereSecure® XMS: Retail - Consumer?
As a consumer there are bill providers, vendors, banks, tax preparers that request for documentation as part of the service they provide. This requires consumer sensitive information to be shared externally and is cumbersome to manage. 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 interacting with the external service vendor. Consumers rely on email, courier delivery and fax services. File sharing platforms provide file storage plus a form of group collaboration but no ability to provide context of what is being uploaded. The XMS platform provides a way to send description and any number of field elements you wish to send to the participant associated with the file that was uploaded. Tax return inputs? Attorney guidelines? Banking required attachments? Why would you use email when you can use XMS and never have to upload the same document again if you need to add another party that needs the same information. First, create a XMS exhibit add the files that you have ready as a package or re-use an exhibit. Next choose the participants you've added to share the files with and Finish. Sending to your tax preparers your W2? Opening a new bank account? Repeatedly sending the same attachments to different companies? Refinancing your home? Send your application collateral information to several financial institutions and they won't see each other on the request. Complete client anonymity yet sharing information without having to collaborate at all. Any information they respond with will be only viewed by you. 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 any entity that needs information from you securely. 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?
  • Safe alternative to sending sensitive information over email
  • Send and receive personal tax document information securely
  • 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
  • Require updated license and certification proof routinely
  • Provide required documentation to financial institutions in financing projects
  • 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
  • Benefits (Medical, Dental, Vision)
  • Bid and Proposals
  • Billing Receipts
  • Certifications & Trade Specialties
  • Change Order requests
  • Customer feedback and clarifications
  • Data Policy
  • Employee Hiring Packets
  • Feedback forms
  • Lender applications
  • Permit & Applications
  • Product Specifications
  • Project Management Meeting Notes
  • Questionnaire Forms
  • Rent Rolls
  • Tax Documents (1040, 1099, W-9, I-9, W-4)
  • Training Materials
  • Work schedules