Document Management and Client Portals
Accounting firms take raw materials (source documents) and produce finished products (tax returns, financials, payroll reports, etc.). Therefore, how you manage your source and finished documents has a huge impact on your firm’s productivity.
That’s why we created Cloud Cabinet - the first true cloud-based document management system and client portal for accountants – for efficient handling and storage of both source and finished documents. Cloud Cabinet also is instrumental in streamlining many accounting and payroll processes and tasks.