How Our Document Management Online Application Works

Designed for use by bookkeepers, accountants and business owners.
Create independent workspaces to share documents with others.
Upload documents through the web or by email from your mobile device.
Attach notes to documents and rapidly file and retrieve using your own customizable folder structure.
Easily view documents in full resolution in any browser.
Create an electronic backup for all documents.

Manage all your clients in one space
Reduce travel time
Increase organization and efficiency
Improve collaboration and communication with clients

Virtualize your accounting shoebox
Scan and forget your financial documents
Put all your records into one space
Email receipts directly from your phone
Eliminate need for in-house bookkeeper

Browse, zoom, rotate and pan your documents in any browser in high resolution.
Share documents with multiple stakeholders in your organization with access control.
Easy-to-use, intuitive interface for document browsing and filing.
Batch operations allow filing or note-tagging of multiple documents at once.
Create and manage your own hierarchical folder structures for each project workspace.