Access Documents

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.

Accelerate the document retrieval process by assigning tags to documents for efficient retrieval and organisation.

Rapid searching of all types of documents, e.g.Microsoft Word documents, spreadsheets. PDFs, scanned images, emails.

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.

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.

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.