Sharing Information with Others

Knackly has made it possible to share information to the different users in your organization. This can be done through sharing Apps. Previously used information can also be reused. This helps you save time by not having to collect the same information over and over again. Through Knackly’s API, information can be shared to other platforms. For example, information that a client has submitted to client intake can then be shared to a client management software like Cleo. Documents also can be shared to other users and platforms. Knackly’s goal is to help make document automation as efficient and easy as possible so you can start saving money now.

To learn more about the ease of sharing information through Knackly, watch the video above.