Document management tool
Paperless driven audits reduce document mess. Track, manage, and store all your important documents. Use our document management tool with high data security. Ensure better cooperation and increased output.
Send And Receive All Your Audit Client Requests. Use a Centralized Platform And Improve Your Client Interaction.
Content chaos results when documents stored in multiple places. It will drain audit output and increase security risks. Document management tool ensures easy and secured data transfer. Manage all your confidential documents on a single portal. Enhance your firm’s professional growth.
Managing The Document Life Cycle
- Central drop box and easy access
- Maximum document Security
- Compiled client document list
- Automate the document workflow
Client Assistance Schedule
- Avoid any kind of replication of requests
- Monitor your client responses on smart dashboard
- Seamless collaboration between a team and a client
- Request file approvals and upload multiple files at once from your desktop
Easy Client Interaction
Easy and smooth contact with clients. Ensure maximum efficiency. Improve the overall client support process.
- Track any client delays
- Track multiple follow-up requests for singular items
- Version control of all client support
- Highlight crucial accounting issues