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. It's the smarter way to manage your practice and strengthen client relationships.

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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, helping teams work more efficiently.

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. Plus, clients can securely upload their confidential information, providing a convenient, protected space for both parties to exchange files.

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. This eliminates the risk of lost information and ensures secure, easy access whenever it’s needed.

View Files

With the ability to view files within the system, firms can quickly access essential documents in a centralised location. This makes managing client data easier, improving response times to client queries and reducing time spent on manual file retrieval.