A web platform for tax advisers and their clients
A secure online space where a tax advisory firm and its clients talk to each other and hand over documents, instead of scattering them across email threads. Everything exchanged is archived automatically, so records stay complete and easy to find.
Ask about the platform- CommunicationMessages between firm and client, kept with the matter they belong to.
- Data exchangeStructured upload and download of documents in both directions.
- ArchivingSimultaneous storage of exchanged data, without extra steps for the user.
- Access rulesClear separation of what staff and clients can see.