DYNAMIC + USER-FRIENDLY SOFTWARE

ThreadWorks allows users to send, sign and store documents with clients and third-party providers like never before. Let us help you take the pain, cost and risk out of everyday business processes through one secure, comprehensive, and collaborative platform.

- EXPLORE FEATURES -

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SEND

Request and send files securely with clients and advisors on one user-friendly platform.

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SIGN

E-sign online to simplify your client workflow directly inside the modern client portal.

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STORE

Cloud document storage for information on the go designed for professionals servicing businesses and individuals.

 

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Ready to see how ThreadWorks can help you scale your business?

ONE SYSTEM TO SEND, SIGN AND STORE DOCUMENTS WITH YOUR TEAM AND CLIENTS

SHARE

Let ThreadWorks do the work for you.

  • Securely share final deliverables

  • Exchange documents with clients and third parties

  • Request and process authenticated signature requests

  • Customize information requests to streamline collection of information for engagements or application

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MANAGE

A simple and quick way to manage and share critical documents.

  • Operate through dynamic, simple, secure portals.

  • Automate reminders to update information.

  • Collect and organize files on one universal platform.

SECURE

Never worry about emailing sensitive business information again.

  • Full user permissions

  • Encryption at rest - 256 bit

  • SSL - encryption in transit

  • Secure hosting facility

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Start using ThreadWorks today!

 
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About Us

Life happens. Information goes missing, time gets wasted through back-and-forth emails, and client expectations are left unmet. That’s why we created ThreadWorks! TheadWorks helps you streamline processes, improve response time, and allows you to easily manage and store critical documents online. Most importantly, this modern software was developed with your employees AND clients in mind. With a simple, efficient interface, ThreadWorks offers an unmatched ease of use that will leave all parties satisfied.

Designed with your needs in mind, ThreadWorks allows users to send, sign and store documents with clients and third-party providers like never before. Let us help you take the pain, cost and risk out of everyday business processes through one secure, comprehensive, and collaborative platform.  

ThreadWorks is headquartered in Omaha, Nebraska and was built with a Midwest spirit by experienced financial professionals and world-class software engineers. What do we bring to the table? Simplicity and Innovation. With a mission to make business easier, we work to streamline processes while enhancing security and overall usability.

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Interested in learning more about ThreadWorks?

How do I log in to my ThreadWorks account?

  • You can log in to your account through our webpage https://www.thread.works and selecting the “Login” button located in the upper right corner. 

  • You will also be directed to the login page by clicking on the links from any ThreadWorks notifications.   

I forgot my password, or I was locked out.

I was sent documents. How do I retrieve them?

  • Click on the “Download Files” link in the email notification. New users will be asked to create a ThreadWorks account while existing users will be asked to log in to retrieve the files.

  • Click on the “Sign Documents Now” link in the email notification. New users will be asked to create a ThreadWorks account, while existing users will be asked to log in to sign the requested document.

I was sent an eSign online request.

  • Client users can send files to their professional by selecting “Inbox” in the home page, then selecting the “Send Files” button.

How do I send files online?

  • Final Documents are permanent files that have been shared by your professional.   

  • The Inbox includes secure messages created through file exchange, eSign requests, and information requests.   

What is the difference between Final Documents and my Inbox?

  • New client accounts are created when a professional requests or shares files securely.

I don’t have an account.

  • Contact your professional to share your updated email address.

I use different email addresses.