Business owner: ensure accounting contacts get every doc

Business owners adding accounting files risk missed submissions to external accountants and audit gaps. Each new file is delivered to your external accounting contact, so bookkeeping can start quickly.

Overview

Missed accounting document deliveries create bookkeeping delays and audit gaps for small businesses. This workflow delivers every uploaded accounting file to your external accounting contact and logs each delivery, removing manual handoffs and giving clear audit visibility so bookkeeping can begin promptly.

Notable Features

Email external accounting contacts immediately
Attach uploaded documents to emails
Log delivery events for audit