One configurable platform for complex operational journeys.
The same onboarding, forms, AI, document, workflow and integration capabilities can be configured for tax, HR, education and specialist teams.
Last run 6 minutes ago on case FD-20418.
Where else FastDox is used.
Tax and accounting
Client information, evidence, tax documents and compliance workflows.
HR and people operations
Employee and candidate information, documents and approvals.
Education
Applications, evidence, communications and case-style tracking.
Professional services
Structured client intake and operational delivery.
Internal operations
Digitize approval-heavy and evidence-heavy processes.
Custom solutions
Configure the platform around your organization's specific needs.
Flexible where you need it, consistent where it matters.
Use one platform across multiple specialist areas and respond to new requirements without introducing new systems each time.
- Configurable by service, team and case type
- Role-based access and human review points
- One client record from start to finish
- Audit and activity history
- API and webhook connectivity
FastDox capabilities
Switch on what your journeys need.
- Onboarding portal
- Form Builder Pro
- AI chat
- AI verification
- Case management
- Client management
- Fast Sign
- Appointments
- Campaigns
- Documents
- Integrations
See how FastDox fits your sector.
We'll tailor the demo to your existing process rather than a generic workflow.