Fast & flexible ways to view documents!
Built-in Document Preview
See how your document looks for your clients without ever leaving the page. Our intuitive document previewer lets you quickly see a large view of your document.
Control Team Member & Client Email Notifications
Email Notifications are powerful! Create your own customized HTML email templates to be assigned at every folder level. Notify a client automatically when a document is uploaded to a folder. Upload a tax return and automatically the client will be notified to review the tax return in the Client Portal. Select Users to be notified if a client or team member has uploaded documents.
Granular Permissions for Secure Collaboration
Folder Permission Profiles allow you to control team member permissions at every folder level. Additionally, you have complete control over folders to share in the client portal for your clients to have Read and Download/Upload access.
Templates to Speed Your Work
Beautiful HTML Email Templates
You have complete control of how your email notifications look and personalized messaging with custom fields. Email templates can be assigned to any folder at any level. Notifications allow you to streamline communications automatically based on an upload or download event.
Create Client Folder Templates
Assign folder templates at the client level, or in batch to clients with optional filtering while maintaining all permissions and notifications.