Storing client documents – Accounting firms

in Use cases

Would you like to store the most important documents of your clients in a more perspicuous format? Does storing documents in sub-directories no longer satisfy your need? Do sending and receiving documents via e-mails make your everyday work more difficult?  

Put the documents of your clients in order with the help of DocuBank service!

If you wish, make client documents also accessible to your clients themselves. Provide them with access to DocuBank service. With proper access right settings you can be absolutely sure that any of your clients can access only their own documents when logging in to the system.

You can share the documents with your clients also without access rights. Simply send the given ones to any third party addressees via e-mail!

Latest update: 29/03/2017

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