Document Tracking & Management

Document Management Software for Chartered Accountants

Upload or create documents, share them with rights, and see exactly what each user can reach.

See Document Management at work

A walk-through of its main features. All 3 features are listed below.

What this module lets you doNamed and listed in full, with the question each one answers.

01
Upload or Create Documents
Upload to a task or in general — final audit reports, or whatever the client sent. Anything uploaded from the client login links straight to its task, and a whole task can be exported to PDF for the physical file.
What you can do here
- Upload against a job, or on its own
02
Share Documents with User
Create a document such as key client information for the partners, and share it with named users under rights that say who may edit or delete.
What you can do here
- Write something once and share it with named people
03
View List of Shared Documents
Every user sees what has been shared with them, and can view, edit or delete within their rights.
What you can do here
- And everyone sees what has been shared with them