Work with your clients

FACTS Online provides a single point of digital interaction with your clients.

The platform delivers a seamless solution of file sharing, digital signature, document automation and marketing to eliminate the patchwork of client facing digital services.

Our integrated data model produces instant efficiencies, increase brand exposure and reduce overall cost.

Not sure? Check How we compare

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Unlimited clients, no credit card or bank details required.

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... file transfer processes

... digitally signed documents

... business automation processes

How we compare

  The Opposition* FACTS Online
Secure file transfer Dropbox/OneDrive $17.50 Included
Digital signature DocuSign/Adobe sign $14.95 Included
Forms and document automation Canvas $20.00 Included
Marketing MailChimp/Campaign monitor (1000 clients) $20.00 Included
Data sovereignty $10.87** Included
Total cost per user per month $83.32 from $29
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* Prices as of May 2019. Prices quoted are base packages in AUD.

** Australian based servers attract a 15% surcharge.

What's in the Box?

  • 14 day free license
  • free for your clients
  • 3 free referral Partners

FACTS Online is a full-service client engagement platform. We aim to facilitate all your online client interaction in a single, secure facility.

Our promise:

  • Eliminate your client's frustration. All interaction occurs in one platform
  • White Label. Promote your brand, not ours
  • Reduce staff training costs
  • We will never compromise on data privacy and security
  • Link marketing to operations using our integrated data model
  • Reduce your overall cloud subscription and integration costs
Work as a team with your clients
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Documents

  • Large file transfer
  • Cloud storage and file sharing
  • Digitally sign documents
  • Document automation self-service electronic document creation Document workflow management
  • File conflict management

Marketing

  • Automated client base profiling
  • Email marketing
  • Referral partner collaboration
  • Client audit trail
  • Family and business structure visualisation

Integration

Secure

  • Trusted by 500 Australian businesses
  • Data sovereignty - all data resides within Australia
  • 100% Australian owned, built, hosted and supported
  • Encryption at rest (provider managed private key)
  • Secure file share and storage
  • FACTS Online has been an essential tool for our business, particularly in securely storing client legal documents as on online "deed register". The system has multiple function and use, particularly when collaborating with clients and their other advisers. It has an excellent CRM tool that is easy to use. The team at FOL are always responsive to new ideas and improvements as well as adapting their systems to our business operations, especially in helping us deliver estate planning solutions to accountants and financial planners. Chris Hill Hill Legal, Lawyers and Associates
  • We use FACTS Online every minute of our working day because it's fast, flexible, secure and easy to use. It has become a quintessential tool for our business which we can't do without. Brett Edmonds Oracle Accounting Group
  • FACTS Online is the way we connect with our clients 24/7. Our clients are happy with the security and the signature features and we gain a quick turnaround for tasks and documents. Dario Wilkens Wilkens Consulting

Capacity Packages

  STARTER ADVANCED UNLIMITED
Price
(per user per month)
$29 $39 $49
Clients Unlimited Unlimited Unlimited
Referral partners 3 8 35
Vault 20GB 250GB Unlimited
Digital signatures* 25 50 Unlimited
Document automation* 10 50 Unlimited
Marketing emails* 1,000 7,000 15,000
Digital assets 10 100 Unlimited
Document register Yes Yes
Client base segmentation Yes Yes
Family and business structures Yes Yes Yes
Audit trail Yes Yes
Data Clean-up module Yes Yes Yes
Support Paid** Free Free

* Feature is counted per monthly usage.

** Paid support is charged at $59 per ticket

Pricing Calculator

$29 per month
   Try for free

 

* Feature is counted per user per monthly usage.

Built from the ground up to securely store and transfer sensitive client information, FACTS Online reduces your data security and compliance risks.

Review ourdata security policy in detail

About Us

Early days

FACTS Online was founded in 2003 to develop an early web calculator for the Australian Services Union. A team of Monash Univesity graduates worked into the late hours of the night to meet a tight deadline. The project was a success, and the team decided to take the idea to accountancy and financial planning firms across the country.

Foundation and install base

The financial calculator product was a hit, and an install base of over 300 firms has been using the calculators daily. Even at this early stage, data retention and privacy had become an issue, and an extensive security framework was built across the company and servers. It was also decided to retain all data on shore to comply with any regulations and to avoid the peering eye of foreign government agencies.

Secure client portal years

After a successful project for Sony Ericsson marketing agency, it has been decided to develop FACTS Online as a secure client portal. Progressing through a long list of client requests and ideas, the team developed a corporate grade secure file transfer, marketing module and digital signature capabilities. Version 4 also included client-driven features such as branding and audit trail for clients and business users activities.

Client engagement platform

In 2018/19, the company embarked on a task to develop a full-scale client engagement tool. Adding up 17 years of true agile development with real client feedback from the field, the team cultivated the most successful modules to create a single point of access to all client interaction with a business. The platform enables our clients to replicate the 'good business' practices on the Internet. Version 11 introduces API and direct XERO connector, document automation, referral partners, client stories and system dashboard.

Work as a team with your clients

Today FACTS Online Client engagement platform connects clients and businesses across Australia and the world, adding value, create efficiencies and enable stakeholders to concentrate on the real work at hand.

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Contact Us

FACTS Online is a local business with a Melbourne based support team. This means you get to speak to real people that want to work with you to find the quickest path to the solution.

Existing account holders, please use the support form.

info@factsonline.com.au 1300 161 208
(overseas clients +61 3 9909 7029)
Exchange Tower
Level 1, 530 Little Collins St
Melbourne VIC 3000
Australia