Easily track and organize tax documentation securely

Securing and tracking sensitive tax documentation

Keeping tax documents organized is difficult, and transferring that sensitive information securely can be even harder. With dozens of documents per engagement, many of them being submitted by clients throughout the year, it's easy to lose track of what you have, or haven't, received. Whether you're preparing a few complex engagements for corporations with hundreds of documents or a plethora of individual engagements with a few documents each, you need a simple, secure way to request and track tax documentation.