Customizable file requests

Users can easily choose the destination folder for each type of document, enabling them to efficiently organize and distribute information for tax filings and other work processes.

Future message reminders

No more important deadline oversights! Members can schedule tasks and track their progress to ensure strict adherence to deadlines and commitments.

Batch folder creation

In addition to saving time, members are allowed to organize their client documents and streamline their administrative workflow.

Batch label changes

To facilitate information retrieval and document management, users can efficiently organize client files by modifying the labels of multiple items.

Display of read notifications

Users can easily track the status of notifications and client messages, staying informed in real-time and responding quickly to important requests and information.

Display of secure space sharing message

This feature allows users to provide clear instructions and important information to their clients securely. Effective communication, what could be better?

These new features will enable users to optimize their workflow and improve productivity. Provide an exceptional client experience while simplifying your work processes.

Contact us here for any comments or inquiries; our team will strive to follow up promptly. Stay tuned for our upcoming developments!