Core Documents, Inc

Core Documents has been providing free plan design consulting, as well as cost effective, IRS-compliant plan. The job it does: managing your IT, from help desk to infrastructure, as an outside partner.

The natural audience is small and mid-sized companies. They also list Consulting and Financial Services, so expect those to show up in the feature set. They are a very small team, 1 to 10 people, which usually shapes who they work with. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

Core Documents, Inc is based in Bradenton, Florida and founded in 1997. Their site is coredocuments.com.

Things worth asking about: response SLAs, onboarding, and what is billed per hour. Ask for a trial on your own data, not a canned demo.

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