Secure document management software

Control who has access to which folders, and what permissions they have. Choose from three different access levels to safeguard the work you share.

Apply templates with one click or by using automations. Have your folders templates ready and apply them to new and existing accounts to streamline the process of organizing client documents.

Organize documents by year, type of service, assigned employee — whatever works for your practice. Move docs to folders inside the client profile or change folder visibility settings.

Statuses are color-coded tags that show you what stage a document is in, such as “Signed” or “Pending Approval.” Statuses make it easier to access the documents you need — filter your documents by status to view all the ones awaiting payment or requiring a signature. Statuses play a role in automating tasks related to document management.

Filters help you to find specific docs that were recently worked on. For example, you can search for all recent documents for a certain account.

Add the e-signature request to the documents you upload via the portal or the desktop app. Specify where you want them to e-sign, include fields for both the taxpayer and their spouse. Set up reminders to make sure clients don’t forget to sign.

Allow your clients to e-sign from any device, from desktop or mobile app, for a faster turnaround and a better customer experience.

Set jobs to move to the next stage of the workflow automatically once e-signature is complete. Customize dependencies by client, by service, by department.