Secure Document Exchange for Accounting Practices

Streamline client communications with secure file sharing, e-signatures, and document approvals. Built for modern accounting firms.

Everything You Need to Manage Client Documents

Secure Exchange

Bank-grade encryption for all document transfers. Your client data stays protected.

E-Signatures

Collect legally binding signatures on tax returns and engagement letters.

Client Management

Organize clients, track document requests, and monitor approval status.

Approval Workflows

Request approvals on accounts and tax returns with full audit trails.

Client Portal

Experience the client-facing portal with document viewing, approvals, and messaging.

Practice Admin

Manage clients, upload documents, send requests, and customize branding.