Store your key business documents in the library, so all your records are stored and backed up online for easy reference and distributing.
Entering transactions is easy with side-by-side files. Just email documents straight to your files inbox, make a transaction and view your files next to each other. It’s a structured way to enter data, while attaching the document at the same time.
Collaborate in real-time with your accountant or bookkeeper by sending your files. Allow your advisor full access and let them view, attach and remove files from your file folder as necessary. All your records are kept in one place, making it quicker and easier to discover and share information.