Product
Streamlined Document Management. Built-In Security.
Request, collect, organize and share client documents — while keeping everything secure and accessible in one place.
- Secure, encrypted document storage
- Easy and organized file sharing
- Request and collect documents from clients
- Version history and activity tracking
- Access anytime, from anywhere
Need a secure vault for each client?See Cloudbase Vault
Secure Storage
Keep all client documents safe, encrypted and accessible in the cloud.
Organized Filing
Automatically organize documents by client, type and tax year.
Easy Collaboration
Share, request and collect documents with clients in just a few clicks.
Version History
Track changes and access previous versions anytime.
From Request to a Secure Client Archive
A Simple, Secure Process.
Save time and keep client documents organized — from initial request to long-term storage.
1. Send a Request
Request specific documents from your client.
2. Client Uploads
Your client securely uploads their documents.
3. Review & Organize
Review, organize and add to the client's record.
4. Collaborate
Share documents and communicate as needed.
5. Keep for the Future
Store securely with version history or add a Cloudbase Vault for each client.
Built for Accounting and Tax Professionals
Manage. Collaborate. Protect. All in One Place.
Cloudbase's Document Management helps you work more efficiently today and keep client information secure for tomorrow.
