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PVG Tech

Run your office from one sign-in.

File documents, collect them from clients, get signatures, onboard staff, track time and send invoices. Built for law firms, accounting practices, agencies and every office that runs on paperwork.

45 days free, no credit card. Questions? Call 862.800.0787

Made for offices that live in paperwork

Pick the modules you need. Each office gets its own folders, forms and permissions, so the portal fits the way you already work.

  • Law firms

    Collect client IDs, intake forms and signed engagement letters by text or email, and file every document to the right matter automatically.

  • Accounting and tax practices

    Request W-2s, 1099s and bank statements each season, track who has sent what, and keep every client year organized and searchable.

  • Homecare and health agencies

    Onboard caregivers, keep files audit-ready, run time clocks with location, and get timesheets signed from the field.

  • Churches and nonprofits

    Accept online giving, keep volunteer and member records in order, and message your community from one place.

  • Insurance, real estate and staffing

    Gather applications and supporting documents from customers and candidates without chasing email attachments.

  • Any growing office

    Replace shared drives, paper sign-in sheets and lost attachments with one secure portal your whole team can use.

Everything your office runs on

Turn on the modules your team needs. They share the same people, offices and documents, so nothing gets typed twice.

  • Document filing

    Scan, label and file documents into organized folders, then find any file in seconds when a client, auditor or court asks.

  • Requests and e-signatures

    Ask clients or staff to send documents or sign by text, email or app. Every request is tracked until it's done and filed automatically.

  • Onboarding

    Send new-hire forms, see who has finished, and keep each employee's file in one place.

  • Time and scheduling

    Build schedules and let staff clock in and out from their phone, with location and break tracking.

  • Billing and payments

    Send invoices, take card and bank payments, and set up recurring billing for clients.

  • Messaging

    Reach clients, staff and contacts by text, email or fax from a single screen.

  • CRM

    Keep leads, emails and notes together and see where every prospect stands.

  • Dispatch

    Create work orders, assign drivers or field staff, and follow every job from start to finish.

More software from PVG Tech

Standalone products for records, giving, ID cards and event check-in.

AIMS

Turn paper records into an organized, searchable digital archive, with scanning and setup handled for you if you want it.

Visit aimsarchive.com

The Kingdom Ledger

Online giving for churches and ministries: secure card and bank gifts, recurring giving, and a giving history every member can see.

Visit The Kingdom Ledger

SafeCheck Pro

Check guests in accurately at recitals, ceremonies and large events, and know exactly who is in the room.

Learn about SafeCheck Pro
We had 6 HR employees managing 300 home health aides' information. With AIMS, we now have 3 employees managing records for over 600 aides.
Sasha GuillaumeCEO, Mrs. G's Services Homecare

See it with your own documents.

Start a free trial, or book a short call and we'll show you how it fits your office.

Start a free trial