Reduce Administrative Work Around Every Client

EIGNUM helps firms automate intake, reminders, document collection and internal workflows while protecting sensitive information.

Forms, qualification, scheduling and CRM workflows.

Secure collection, status tracking and reminders.

Routine communications, task routing and deadline reminders.

MFA, account access, staff permissions and secure client technology.

Frequently asked

How can an accounting firm automate document collection?+

With secure document collection, status tracking and automatic reminders, so clients know what is missing and staff stop chasing by hand.

Can client intake be automated?+

Yes — intake forms, qualification, scheduling and CRM workflows can run automatically.

AI phone systems, lead capture, estimates, scheduling, dispatch, reviews and automation for contractors and home-service businesses.

POS, ordering, reservations, reviews, loyalty, local search, analytics and AI automation for restaurants and cafes.

POS, inventory, e-commerce, Google, customer experience, AI, analytics and security for local retailers.