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Clients
Documents
Profile
Companies
My Company
Load My Company
Load Company Stats
Update My Company
Update Company
Create Company (Admin Only)
Create Company
All Companies (Admin Only)
Load All Companies
My Clients
+ Add Client
+ Add Family
Name
Family
Email
Phone
Actions
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No clients yet
Create your first client to get started
+ Add Your First Client
Create Client
×
Client Name *
Email
Phone
Address
Cancel
Save Client
Create Family
×
Family Name *
Select Clients
Loading clients...
Cancel
Create Family
Documents
Upload Document
Select Client
Upload Document
Search Documents
Search
Manually Parse Document
Parse Document
Get Parsing Status
Document Actions
Load All Documents
Load My Documents
Load Document Stats
Document Management
Get Document
Download
View
Get Access Logs
Delete Document
Documents by Client
Load
Load Stats
Permissions
Permission Actions
Load All Permissions
Initialize Default Permissions
Load Stats
Create Permission
Select Resource
users
companies
clients
documents
permissions
Select Action
create
read
update
delete
assign
Create Permission
Get Permissions by Resource
Select Resource
users
companies
clients
documents
permissions
Get Permissions
User Permissions
Get User Permissions
Assign Permissions
Assign Permissions
Revoke Permissions
Revoke Permissions
Revoke All Permissions
Delete Permission
Delete Permission
Analytics
Get Analytics for Document
Get Analytics if they exist
Output
Calculations
Get Calculations for Document
Get Calculations
Recalculate Calculations
Output
Subscriptions
My Subscription
Get My Subscription
Create Checkout Session
Select Plan
Basic Plan
Pro Plan
Enterprise Plan
Create Checkout Session
Billing Portal
Open Billing Portal
Admin - Migrate Users to Subscriptions
Select Default Plan
Free
Basic
Pro
Enterprise
Dry Run (test without making changes)
Migrate Users
Output