Connect BlueDot to the tools your firm already uses.
In BlueDot's Billing module, simply click a button to request a virtual card for the exact USCIS filing fee. BlueDot automatically connects with CorPay, links the card to the case, and generates Form G-1450 with the required payment details. BlueDot tracks the card status and sends email notifications once the payment is successfully processed.
Emails sent 'to' or 'cc' will be displayed in the Email Integration tab. Email from BlueDot or Outlook with two-way email sync. Add an appointment in BlueDot or Outlook with two-way calendar sync. Requires Office 365 Business Standard or Premium. You are responsible for their fees.
Add an appointment in BlueDot or Google with two-way calendar sync. The integration requires you to have your own account. You are responsible for their fees.
Process payments online, email invoices, and get paid. Create a payment plan and let BlueDot and PaySimple process your payments automatically. If you process over $1M/year contact BlueDot for a volume discount.
Use DropBox Sign templates. Email DropBox Sign agreements from inside BlueDot for signature. Store signed agreements as a PDF file in the client file automatically. Automatic history of the transactions. Easy to use UI and seamless automated workflow.
Keep a log of the emails and text messages exchanged with your clients. The integration requires you to have your own account. You are responsible for their fees.
Add BlueDot contacts and Employers into QuickBooks. Update existing BlueDot contacts and Employers into QuickBooks. Invoices, payments, and refunds are automatically synchronized with QuickBooks.