The Challenge

Securing and Tracking Sensitive Tax Documentation

Keeping tax documents organized is difficult, and transferring that sensitive information securely can be even harder. With dozens, if not hundreds of documents per engagement, and many of them being submitted by clients throughout the year, it can be easy to lose track of what you have (or haven’t) received.

Whether you’re managing complex corporate clients with hundreds of documents or handling individual engagements with a few documents each, you need a simple, secure way to request and track tax documents.