Accounting directors keep client documents centralized and logged
Accounting directors keep client documents centralized and logged
Accounting directors miss new client attachments, creating audit gaps. Auto-uploaded files are added to the portal and logged, keeping records auditable for compliance.
Overview
Missed or unlogged client documents create real audit risk for small accounting firms. This workflow routes new attachments into the client portal and logs auditable entries, turning manual file chasing into a centralized, review-ready process. Expect cleaner audit trails and fewer compliance surprises.
Notable Features
- Upload attachments to client portal
- Log auditable entries in register
- Notify accounting when files added