PBC Lists
Automate the collection of all necessary client provided documents to ensure everything is in order prior to review, helping to save time and streamline operations.
Data Room
Access a centralized repository containing essential tax information, including financials, tax history & other client data.
Delegate: Delegate access to authorized personnel and track document activity with secure data trails.
Request: Use dynamic questionnaires to request specific information and supporting documents from various stakeholders.
Signatures: Easily request and collect e-signatures on documents for faster, more secure approvals.
Engagement Letters: Send and request signatures on terms of engagement.
Audits
Request and notate key documents, request signed attestations, and manage document flow throughout the entire process.
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