Simplify document
sharing with
your accountant
Track, store, and share all your business documents with your accountant seamlessly - all year round.
Document Management
All business documents
in one place
From invoices to receipts, store, manage, and share your financial documents - all in one place.
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Available 24/7
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Easy access
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Highly secure
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Safe archive
Upload Options
Upload documents
with zero hassle
Send documents via email, drag-and-drop, or capture and upload using our mobile app (coming soon).
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Custom email
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Drag & drop
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Seamless sharing
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Simple & easy
User Management
Manage users
with ease
Easily invite or switch team members and accountants with simple access controls.
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Easy invites
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Access control
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Flexible roles
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Better collaboration
Advanced Security
Keeping your data,
safe & secure
We protect your data at every step with secure storage, encrypted transfers, and strict access controls.
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Instant email deletion
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Encrypted storage
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Data in transit protection
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Permanent file deletion
Uptime
Threat Monitoring
Bit Encryption
Data Retention
Flexible Pricing
Flexible pricing plans. Any scale.
Whether you’re a freelancer, a small team, or a growing business, we have a plan that fits your needs.
Customer Testimonials
Hear from our satisfied customers
Real examples of how our platform makes collaboration simple, secure, and efficient.
I switched accountants last month, and the transition was seamless. All my data was right where I left it.
Frederic Hill
Founder & CEO
This platform has changed how I work with my accountant. No more last-minute panic at year-end!
Safaa Sampson
Small business owner
Real-time access to client documents saves me so much time—no more endless email chains!
Brendan Buck
Accountant
Frequently Asked Questions
All the answers you're looking for
If you're new or looking for answers to your questions, this guide will help you learn more about our services and their features.
Absolutely. Your documents stay in your account, and you can grant access to a new accountant at any time without disruptions.
You can upload via email, drag-and-drop, or our mobile app (coming soon). Your documents are instantly available in your account.
We use bank-level encryption, secure cloud storage, and real-time monitoring to keep your data safe. Documents are encrypted both in transit and at rest.
Once deleted, the file is permanently removed from our system, ensuring privacy and compliance.
Unlike generic cloud storage, our platform is built specifically for accountants and SMEs, offering real-time access, automatic document tracking, and seamless collaboration.
Yes! You can easily manage user access, invite or remove accountants, and ensure only the right people see your files.
Get Started
Simplify your accounting workflow
Easily share documents with your accountant in seconds.