Everything in one place.
Secure and organized.
Upload documents, track progress, and collaborate securely. Clients see only their data. Staff see assigned work. Admin sees all.
Client Cabinets
Role-Based Access
Manager Review
Accounting Integrations
Uploads
Clean document cabinets with structured folders.
Workflow
Assignments, approvals, and status tracking.
Reporting
Clear visibility without email chains.
- Client dashboards
- Employee task flow
- Manager approvals
- Administrative oversight