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The Online Document Management System provides our clients with 24/7 access to tax returns, financial statements, scanned source documents like W-2's and stock transactions. Clients can safely store vital company information like employee data, corporation papers, and legal documents. All files are backed up daily and archived in our secure data-center. Without a Document Management System files are duplicated, lost, and deleted without control. Document management establishes organization and consistency over how electronic documents are handled. Version control lets others know which document is the most current. File modification audit trails and email notifications support workteam collaboration and security compliance.

Work From Anywhere

Our web-based Document Management System securely stores files and documents online so you can work just as productively from the office, our office, or even from home with our staff. The system works also great with firms who outsource bookkeeping to stay-at-home moms or even low cost bookkeepers in India.

Our Clients Wanted It
Our clients found the idea of reducing the amount of paperwork they have to file away appealing. They liked having instant, anytime access to their tax returns and financial statement from any location. And, once they saw how quickly and easy it is to view and print their returns, they never asked for another paper return again. If you already file your documents electronically on your computer, you're ready to take the next step and get your own online Document Management System, which you can access anywhere, at home, at the office or on the road. Substitute your printed return with an Adobe file that is easily accessible online whenever you need it.

Easy To Use
The familiar user-friendly "Windows Explorer" like interface means our clients are able to start using the system right away without having to learn a thing. There's no hardware or software to install and the system only takes a minute or two to setup.

Saves Time
The Online Document Management System makes it easy to find documents across your organization and work with our staff. You can instantly find files with a quick word search and no longer have to waste time looking for documents, in a file somewhere or on someone else's desk.

Secure and Compliant
The Online Document Management System allows our firm to stay in Sarbanes-Oxley and Gramm-Leach-Bliley compliance by providing encrypted file access and a highly secure storage environment as well as transaction audit trails and email notifications. Learn more...

Disaster Recovery
Your business is safe and protected and still able to run in the event of a natural disaster such as a fire, flood, hurricane or tornado, because our firm's client's important client financial information is securely stored online.  (Learn more about Disaster Recovery)

All Types of Documents
Any file on a local computer can be placed in the Online Document Management System. Including extremely large QuickBooks Backup Files, Microsoft Word Documents, PDF Documents, Excel Spreadsheets, Video Files, Music and Audio Files.

Organized Documents
Our clients and staff can organize client documents into separately named file folders. The folders are organized in hierarchy of Cabinets, Folders, Sub-Folders, and Documents.

The Filing Cabinets and Their Functions...

Client Documents
This filing cabinet allows you and our staff to share files. Each client gets their own folder so keeping files organized is a breeze. This is a great place to store your tax returns, financial statements, and workpapers.

Our clients only see their own folder where they can upload, download, print, modify, organize, or remove any of their documents.

Public Documents
All of our clients and staff members can read, print, and download documents in the "Public Documents" filing cabinet..