Automated Donation Receipt Generation
for Your Clients
Hassle-free receipt delivery for every donation
Donation receipts on your desk within days—not months
Secure
Import client receipts— we encrypt all client data.
Fast
Donation receipts hit the portal fast —and the portal hits you.
Notifications
Our portal updates you when new client documentation.
Secure receipt capturing
Upload donation check images into our encrypted portal to immediately start the clock on donation receipt delivery.
Easy documentation access
Donation receipts are saved in your advisor portal to easily reference at your next client meeting—or years down the road.
Expedited receipt delivery
Auto-alerts notify you when your clients’ receipts are available in your advisor portal—typically within 10 days.
