Securely Share Files with Plan Sponsors

Overview

Managing and exchanging sensitive plan-related documents via email is inefficient and insecure. Stax.ai provides a secure, white-label Client Portal that enables TPAs to safely share files, request documents, and maintain compliance. Plan sponsors can upload, access, and collaborate on documents in real time without the risks of email attachments. With automated notifications, permission controls, and a centralized document repository, TPAs ensure smooth communication and document management—eliminating lost files and back-and-forth follow-ups.

Centralized Document Storage

All plan-related files are stored in an organized, searchable Client Portal.

Secure & Compliant File Sharing

Eliminate email-based file sharing and maintain audit-ready security standards.

Automated File Requests & Notifications

TPAs can send file requests to plan sponsors with automated reminders.

Permission-Based Access Controls

Grant access to specific documents and folders based on user roles.

Version History & Audit Trail

Track document changes and maintain compliance records effortlessly.

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1. Upload & Organize Documents

TPAs can upload and organize files by plan, category, or sponsor in the Client Portal. Version control ensures only the latest files are accessible, and automated expiration settings help manage compliance.

A structured, secure document repository eliminates the hassle of tracking files across emails and local drives.

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2. Share Files Securely with Plan Sponsors

TPAs can securely share documents with plan sponsors via the Client Portal. Role-based access controls prevent unauthorized access, and sponsors receive automatic notifications when new files are available.

Ensure compliance and security while streamlining collaboration, reducing the risk of lost or outdated files.

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3. Request Documents with Automated Reminders

Need a document uploaded or signed from a plan sponsor? Simply send a file request through the Client Portal, setting due dates and automated reminders. Sponsors receive notifications and can upload files directly.

Eliminate email follow-ups and ensure TPAs receive the right documents on time, every time.

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4. Maintain Compliance with Audit Trails

Every file upload, download, and modification is time-stamped and logged for compliance. Version history ensures that TPAs always have access to previous file iterations.

Stay audit-ready with a detailed compliance record, ensuring transparency and security in document management.

Automate your Census Workflow.

Simplify annual census collection through effortless payroll data gathering and automated scrubbing based on plan document provisions.

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