The Safer, Easier Way to Work with People Outside of Your Organization

TakeTurns is your one place to share, collect, and collaborate on business-critical documents and files with your clients, vendors, partners – or any external organization. It turns that clutter of emails, attachments, shared folders, and messages into a structured, secure, and transparent TakeTurns Flow™

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Get full visibility on who’s participating, the status of your work, previous file versions, and a complete timeline of what happened. It’s the most transparent way to engage with your external parties.

Our secret? Asynchronous collaboration

In a TakeTurns Flow, you and your external stakeholders share files, request documents, exchange and track revisions, or chat. Flows are asynchronous, so both parties work at their own pace - and with their own tools - without the risk of conflicting edits.

And, because TakeTurns records everything in a secure ledger, you automatically know what’s left to do and who did what and when.

Endless ways to improve your external work

RFx

Streamline your RFI/RFP/RFQ process with vendors and keep track of responses

Procurement

Contract Negotiation

Replace those hundreds of emails and attachments with a single contract negotiation flow

Legal

Service Delivery

Improve project delivery with your clients with one place to share documents and files

Consulting & Services

Audit

Streamline your audit engagements and keep track of everything

Audit & Compliance

Digital Sales Rooms

Sales teams drive prospect engagement with TakeTurns. Create digital sales rooms to exchange/review/collaborate on docs, chat, and track interactions

Sales

Deal Preparation

Gather, organize, and review deal documents and files with your clients

M&A and Investments

External File Sharing

Securely share documents and files with your clients or any external organization

External Collaboration

Accounting Client Collaboration

Improve client service by simplifying and securing how you collect sensitive documents and files.

Accounting

Non-Disclosure Agreement

Make the review of NDAs and Confidentiality Agreements secure and easy

Legal

Vendor Onboarding

Accelerate the vendor onboarding experience and keep track of everything

Procurement

Customer Onboarding

Elevate the onboarding experience for your customers

Sales

Consulting & Services

KYC

Centralize all your compliance requests and ensure accountability at every step of KYC

Audit & Compliance

Presales Delivery

One place to share presales documents with your customers

Sales

Document Collection

Simplify how you collect documents from your clients or any external organization

External Collaboration

External Document Collaboration

Collaborate securely on documents with external stakeholders

External Collaboration

Due Diligence

One place to share and request due diligence documents

Audit & Compliance

M&A and Investments

Confidential & Private Content Exchange

Share or collect sensitive documents and files with external organizations

External Collaboration

Vendor Risk Assessment

Streamline your supplier or vendor risk assessments

Procurement

It's time to say goodbye to email

Let's face it, when working with external organizations, we all fall back to email. While email is great for messaging, it's terrible for collaboration.

Who hasn't suffered from those confusing message threads and disconnected attachments? It's so frustrating trying to find what you're looking for!

TakeTurns has all the benefits of email (easy to use, still rely on your preferred tools to edit docs) but brings structure, security and transparency.

Learn why you should switch to TakeTurns over email for working with external organizations.

Security is our #1 priority

TakeTurns raises the bar on both security and privacy when you collaborate on documents and files with your clients, partners, vendors - on any party.

TakeTurns is SOC 2 Type II compliant, a gold standard for security & privacy. Read more about Security & Privacy