Document hub
Store contracts, policies, and project files in structured folders with version history and role-based access controls.
U.S. businesses · Secure cloud workspace
Organize documents, approvals, and team workflows in one place
Sertexity helps small and mid-size teams manage files, route approvals, and track compliance tasks — without switching between email, spreadsheets, and shared drives.
Everything your team needs to stay organized
Practical tools for operations, HR, legal, and project teams — not trading or investments.
Approval workflows
Route documents through multi-step review chains. Assign reviewers, set deadlines, and track status in real time.
Compliance checklist
Track recurring certifications, policy renewals, and audit tasks with due-date reminders for your team.
E-signatures
Send documents for legally binding electronic signatures. Monitor who has signed and who is still pending.
Team dashboard
See open tasks, overdue approvals, and recent activity across departments from one unified view.
Activity audit log
Maintain a timestamped record of uploads, edits, approvals, and downloads for internal accountability.
How it works
Get your workspace running in minutes — no technical setup required.
1
Create your workspace
Sign up with your work email and invite teammates to your organization.
2
Upload & organize
Import existing files or create new document templates for recurring workflows.
3
Configure workflows
Set approval steps, assign owners, and enable notifications for key milestones.
4
Track & complete
Monitor progress on your dashboard and export reports when audits are due.
Simple, transparent pricing
All plans include a 14-day free trial. Prices shown in USD. Billed monthly or annually.
Starter
$19 / user / month
- Up to 5 team members
- 10 GB document storage
- Basic approval workflows
- Email support
Business
$39 / user / month
- Unlimited team members
- 100 GB document storage
- Advanced workflows & e-sign
- Compliance checklists
- Priority support
Enterprise
Custom
- SSO & advanced permissions
- Dedicated account manager
- Custom storage & SLAs
- Onboarding assistance
14-day free trial
No charge until trial ends
Cancel anytime
Self-service from account settings
U.S.-based support
Mon–Fri, 9 AM – 6 PM ET
Data encryption
TLS in transit, AES-256 at rest
Built for teams that value clarity
Sertexity is designed for operations-heavy businesses — not speculative markets.
Operations & admin
Standardize vendor contracts, onboarding packets, and internal policy distribution.
Human resources
Manage offer letters, employee handbooks, and certification renewals in one system.
Legal & compliance
Track document versions, approval chains, and audit trails without manual spreadsheets.
Project managers
Keep deliverables, sign-offs, and milestone documentation visible to stakeholders.
Ready to simplify your document workflows?
Start your 14-day free trial today. No credit card required.
Get startedFrequently asked questions
What is Sertexity?
Sertexity is a cloud-based business software platform for document management, team approvals, e-signatures, and compliance task tracking. It is a subscription SaaS product — not a financial, investment, or cryptocurrency service.
Is there a free trial?
Yes. All paid plans include a 14-day free trial. You can explore core features without entering payment details. After the trial, you choose a plan or your account is paused — we do not charge automatically without your consent.
Where is my data stored?
Customer data is hosted on U.S.-based cloud infrastructure with encryption in transit (TLS) and at rest (AES-256). See our Privacy Policy for full details on data handling and retention.
Can I cancel my subscription?
Yes. You can cancel from your account settings at any time. Access continues through the end of your current billing period. We do not charge cancellation fees.
Do you offer refunds?
If you are unsatisfied within the first 30 days of a paid subscription, contact billing@sertexity.biz for a refund review. Refund eligibility is described in our Terms of Use.
Is Sertexity affiliated with financial regulators?
No. Sertexity is independent business software. We are not registered with the SEC, FINRA, or any securities regulator. We do not offer investment products, trading services, or digital asset custody.
Contact us
Questions about Sertexity, billing, or your account.
Sertexity, Inc.
Website: sertexity.biz
Support: support@sertexity.biz
Sales: sales@sertexity.biz
Billing: billing@sertexity.biz
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