Cut through the chaos.
A financial audit can feel overwhelming, with hundreds of emails exchanging hands and countless hours spent locating and re-sending documents.
Firmex creates better organization and efficiency around the document sharing process. Upload, organize and share confidential documents with your finance team, auditors, and external consultants from one secure online location.
1. Upload documents
Upload documents on the request list using our simple Drag & drop tool. Apply a status to documents to track what’s finalized and what still needs review. Apply security permissions to select folders and documents, if needed.
2. Invite users
Invite external auditors and consultants to access the data room.
Each user will receive an email notification prompting them to set up their own login details.
3. Get notified
Avoid all the disruptions of forwarding and routing emails to the correct parties.
Set up automatic email notifications so everyone knows when new documents are added to the data room.
4. Respond to queries
Respond to questions in a timely manner using our Q&A module. Automatically route requests for information, and view real-time reports on which questions are still outstanding, to ensure nothing gets missed.
“Our auditing process is far more efficient. We have reduced our time in the office by 10% and have significantly reduced our cost.”
- Alexandre Lajoie, Director of Finance, A&R Belley Inc.
Share confidential documents with your clients, legal team and external third parties with security and control.
Share confidential documents beyond the corporate firewall with ease and security.
Remove the anxiety that comes with sharing sensitive intellectual property.
Share large, critical documents with partners, investors and external third parties anytime, anywhere.
Communicate with limited partners, auditors and portfolio companies in one secure location.
Get your deal moving fast with no page counting and no cost overruns.
Our commitment to security means your confidential information remains secure. Your data is stored in a SSAE 16 Type II compliant data center, hosted at SunGard, the same company that serves the world’s 25 largest financial services firms.
24/7 support whenever
you need it
Our award-winning support team are deal room experts. We’ve helped take thousands of deals to close. Call us anytime, day or night. We provide immediate support 95% of the time, and you’ll never wait longer than 15 minutes, guaranteed.