Access Documents
Effortlessly manage, store and share documents with clients with an integrated client portal for increased efficiency across your practice.
An integrated Access Practice Management module
Document management software for Accountants
Integrated
Integrates seamlessly with Access Accountants modules.
Safe and secure
Data stored safely in the cloud in an
Australian data centre.
Self-service
The integrated client portal provides clients with self-service to documents at any time.
Document categories
Accelerate the document retrieval process by assigning tags to documents for efficient retrieval and organisation.
All your documents in one place
Integrated as part of the Access Accountants suite, Access Documents allows you to effortlessly create, file and retrieve documents in seconds.
Respond to enquiries quickly and accurately with instant access to all correspondence.
Integrated Document Portal
The Document Portal extends functionality to your clients, providing them the convenience of uploading documents, reviewing and electronically signing essential paperwork. Additionality, it offers a self-service feature that allows clients to revisit and retrieve documents at their convenience, whereby elevating the overall client experience while concurrently reducing practice overheads.
Access Documents Features
An integrated document solution that facilitates digital signature requests
Efficient document and email management
Ensure the organisation of client records by effortlessly dragging and dropping emails and documents into designated client folders, thereby guaranteeing that all crucial documents are securely stored in association with the respective client record.
Document categories
Accelerate the document retrieval process by assigning tags to documents for efficient retrieval and organisation.
State-of-the-art search technologies
Rapid searching of all types of documents, e.g.Microsoft Word documents, spreadsheets. PDFs, scanned images, emails.
A powerful data resource
Access Documents establishes a dedicated drawer for each of your clients and potential clients, facilitating immediate access to all documents associated with a specific client. This includes not only client-specific documents but also your internal practice standard letters, procedures, and checklists for swift and comprehensive retrieval.
Document Portal enabling client collaboration
Allow clients to access relevant files securely, eliminating the need for time-consuming, unsecure email processes. In addition to providing clients with the ability self-serve the in-built authenticated digital signing function has the capability to significantly speedup the completion of client work with unlimited digital signatures included.
Automatic notifications when you upload a file to a client’s secure area and when they send you a file or digitally sign documents.
Integrations
Access Tax and Access Ledger integration
Users can easily request clients sign-off from within the compliance application or they can save documents directly to the Documents area for internal review.
Access Practice Management integration
Users can easily see all documents for a client from within the client record. From the Documents tab, documents can be reviewed and sent to the client portal for client review or digital signature.
Find out more about Access Documents
Integrated document management system for accountants allows you to securely store and access client documents from anywhere, streamlining workflows and boosting client collaboration.
