Secure Client Portal for Document Sharing & Storage System - is Now Available!

Our secure client portal, Cloud Cabinet, is the fastest, easiest, safest, and most cost-effective way of sharing and storing your important documents. Now you can share and review your tax returns, financial statements, and other important documents instantly, from anywhere with an internet connection, in a fully-secure environment, ensuring that only you have access to your own documents.

Upload directly - You can upload existing documents individually or in batch directly to Cloud Cabinet.

Scan and upload – You can easily scan documents in PDF, TIF, or JPG format and upload them to Cloud Cabinet.

Archive reports and forms from AccountantsWorld applications easilyYou can upload forms and reports from AccountantsWorld applications automatically, or manually at the click of a button

Power upload capabilities

  • Supports virtually all file formats including PDF, Word (.DOC), Excel (.XLS), PowerPoint (.PPT), text (.TXT), QuickBooks (.QB), ZIP, and all popular image formats.
  • Easily and securely upload files regardless of size.
  • Notification emails are automatically sent to us when you upload documents or files.

Ask us about our secure client portal today!