DocShareSmart
DocShareSmart provides accountants and clients with a secure, cloud-based portal to seamlessly upload, view, and manage important documents anytime, anywhere. Stay organised, improve efficiency, and ensure that your clients are always in the loop with real-time access to their files, updates, and reports.
Allocate Services
Allocate services such as VAT filings or provisional tax submissions to the right team members with ease. This ensures that tasks are properly assigned, workflow remains organised, and service delivery is optimised.
Cloud Client Portal
Provide your clients with 24/7 access to their important documents, all within a secure, cloud-based portal. With detailed communication logs, you can ensure transparency and prevent misunderstandings.
Upload Files
Uploading documents directly into the system allows accounting firms to securely store and manage critical client files, including tax returns, compliance records, and more.
View Files
With the ability to view files within the system, firms can quickly access essential documents in a centralised location, improving response times to client queries and reducing manual file retrieval.
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