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Document Management


Empower Your Workflow with Dynamic Document Management


Securely store, access, and collaborate on your documents with our advanced Cloud Document Management solution. With robust access control features, you have the power to grant specific permissions, ensuring that sensitive information is only accessible to authorized individuals. Experience the ease of organizing and searching for documents in a centralized and intuitive platform, while enjoying the flexibility of accessing your files from anywhere, at any time. Boost productivity, streamline workflows, and safeguard your data with our comprehensive Cloud Document Management system, designed to empower your team and protect your valuable information.

Our Features

Centralized Storage
Store files in a centralized system, ensuring easy access and eliminating the need for scattered file locations.
Folder Structure
Implement a logical folder structure for organizing documents, facilitating efficient navigation and retrieval.
Fast Search
Incorporate robust search capabilities, enabling tax professionals to find specific documents saving time and effort.
Secure Storage
Store customer documents in secure AWS data centers that adhere to stringent physical security standards, protecting your data.

Revolutionizing Document Management for Seamless Efficiency

Easy Document Manager

Experience the ease of Document Manager, the intuitive tool designed to simplify file management and enhance productivity.

Secure Storage

Protecting Your Data with Amazon Web Services powered data centers and Securing your Document with ease for centralized data storage.

Document Naming

Dynamically rename your document titles or labels given to files to identify and differentiate them within a document management system.

User-friendly Interface

Enjoy a user-friendly and intuitive interface that makes document management simple and accessible for users of all levels of technical expertise.

Eliminate Redundancies

Enhance document usage by allowing team members to use the files while creating orders within the system and avoid duplicate documents storage.

Local Storage

Maintain a detailed record of file storage even in your local system for future analysis or audit purposes. It will help to find all files of a client in a single location.

Scalability and Flexibility

Adapt and scale your storage with ease to accommodate a growing customer base, increasing complexities, and evolving business needs.

Document Sharing

Effortlessly share documents with your customers using our intuitive system. Streamline document sharing, ensure smooth file management, and keep your orders moving forward seamlessly.

Add a document

Easily add your customer files to our comprehensive document manager. Documents can be added even when creating an order/task making it super easy to handle documents.