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 easily – You can upload forms and reports from AccountantsWorld applications automatically, or manually at the click of a button
Power upload capabilities
Ask us about our secure client portal today!