A clear overview of how your secure client cabinets work — from intake to delivery. Built for accounting operations, bookkeeping workflows, and organized document collaboration.
Structured folders by client, period, and category — clean uploads without email chains.
Controlled onboarding with admin approval, then clients upload directly into their cabinet.
Work is assigned to staff, reviewed by managers, and tracked through completion.
See progress clearly and receive deliverables in the same cabinet for easy retrieval.
Designed to work alongside your accounting stack (e.g., QuickBooks, Zoho, and reporting tools).
We use AI to assist with organization, routing, and routine work acceleration — final review stays with your accounting team.