The next-level Smart Form and Entity Management Platforms

About OutSouth Tech

Corporate Technology Solutions

OutSouth Tech stands as a premier provider of corporate technology, offering two transformative platforms—Smarter Form and Entity Hub. These solutions are specifically tailored for fiduciary and financial services providers, empowering these organizations to modernize entity management and enhance form workflows for efficient data collection and faster client onboarding. Our innovative offerings drive advancements in online forms, corporate governance, and regulatory compliance, all focused on boosting efficiency, reducing costs, and minimizing risks across diverse industries.

Founded by a team of experienced professionals in fiduciary services, compliance, and business development, OutSouth Tech is driven by a commitment to simplifying processes and enhancing productivity for our clients. We are dedicated to providing impactful technology solutions for professional service providers.

Who We Serve

Corporate Service Providers
Financial Service Providers
Law Firms
Directors and Governance Service Providers
Investment Managers
Insurance Service Providers
Registrar and Transfer Agent (RTA)
Trust Companies

Our Products

Comprehensive Solutions for Your Business Growth

Product I

Smarter Form

Smarter Form is an innovative smart form platform tailored for financial and corporate service providers. It aims to streamline data collection, speed up client onboarding, and improve regulatory compliance. With its advanced intelligent tools, Smarter Form empowers service providers to optimize workflows and enhance their processes effectively. Choose from a wide range of pre-built smart form templates or opt for fully customizable solutions designed to meet your specific business needs. Simply share your form requirements, and we’ll handle the rest!

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Analytics and Reporting Monitor KPIs, analyze data, and track form submissions in real-time, all from a centralized and user-friendly dashboard. Effortlessly generate reports in PDF and CSV formats.

Automated Workflow Automated form status notifications and streamlined efficiency for reviewing, approving, re-assigning forms to team members, or rejecting submitted forms.

Dynamic Form Fields Intelligent input fields that have conditional logic and dynamically display/hide form questions based on the user's responses, providing a tailored and relevant form experience.

Digital ID Verification Enhance your client onboarding process with integrated digital identity verification, powered by Sumsub, a certified ID verification provider, or any other provider of your choice.

Upload / Download Data Effortlessly upload images/documents within the smart form, and export completed forms in PDF, providing extra flexibility for saving and sharing.

Security Measures Protecting your data is our top priority. We adhere strictly to GDPR, CCPA, and other applicable data protection regulations. Our database is hosted by a SOC 2 and ISO/IEC 27001 compliant third-party cloud service provider, ensuring top-tier security standards.

Product II

Entity Hub

Entity Hub provides a robust solution for entity management, governance, and company secretary operations. Built with simplicity, efficiency, and data security at its core, it also features enhanced accounting, compliance and document management functions to ensure complete oversight of all managed entities.

Entity and Document Management Effortlessly manage your entity’s statutory details, registers, governance, ownership, relations, meetings, and other essential information. Seamlessly store and access documents from anywhere in the world.

Analytics and Reporting Analyze data, and keep track of KPIs, filings and deadlines with the intuitive dashboard, designed for efficient data analysis. Easily generate comprehensive reports to drive informed decision-making, and more.

Accounting and Compliance Streamlined multi-currency accounting for multiple entities, featuring flexible tools for transaction processing, journaling, and reporting. Maintain comprehensive compliance and risk assessment data to ensure a precise audit trail and adherence to regulatory requirements.

Workflow Management Customized and automated workflows with unmatched functionality, integrating risk scoring and comprehensive business intelligence processes to facilitate informed decision-making.

Digital ID Verification For an enhanced onboarding experience, our platform incorporates advanced digital identity verification processing, utilizing the state-of-the-art capabilities of certified IDV providers.