Manage and access all personal, team, and client files from one place, no matter where you are. Organize files with custom folder structures and drag-and-drop simplicity. Every file is indexed and just a search away.
Save everything with unlimited storage.
Ditch the limits of data ceilings and file cabinets. Save any size or type of file with complete peace of mind.
Send and receive files through the client portal with drag-and-drop simplicity. Then grant and revoke client access to files with one click.
Give clients 24/7 access.
Empower clients with online access to important documents such as tax forms, invoices, and other records.
Secure every document.
All files are encrypted with bank-level security and require password protection to gain access.
Automatically organize client-uploaded files to their specific folders and get notified the moment your client uploads a file you’ve been waiting for. Create folder templates for consistent organization and so you can create new folders in bulk for every client.