Accountants, Get Your Time Back! Complete Document Management
Stop wasting time scanning paper, running to the bank, and moving mail around. Get all your clients' mail and documents scanned, full-text searchable, organized, and actionable.
Upgrade your tax, bookkeeping, or audit practice with end-to-end document management
Most document solutions for accountants only solve the digital storage problem. Now you can get a full-service street address, complete mail handling, hi-res scanning, full-text search, automation, and 3rd party integrations.
More Time For Billable Hours
Stop scanning, stop sorting, stop going to the bank. All your mail, and your clients' mail, scanned and available online 24/7. Manage one or multiple virtual mailboxes, add authorized users, and even send us your other documents for scanning.
Integrate & Automate Your Workflow
Every document we scan is converted to PDF with full-text search. You can link your account to cloud storage from Dropbox, Box, and Google Drive for the ultimate document management solution. Don't forget our Bill.com app too.
Secure, Private, & HIPAA Compliant
We're certified HIPAA compliant, and all of your digital information is secured with a bank-grade 256-bit encryption. When you need to trash the physical copies, our secure shredding service destroys the documents onsite.
Your mail and client documents come to us
You choose a plan and address from our network, then point all your mail there. Send over any documents you already have for scanning too. We receive each item, scan the exterior automatically, then deliver the documents to your account and send you an email notification. You can even setup an address for each client, or keep your existing address and just power it up with Earth Class Mail features.
Scan, search, sort, shred & more
Once the mail is delivered, you choose what to do next. You can scan the interior contents, securely shred, organize into folders, sync to your cloud drive, deposit checks, forward the physical copy somewhere and much more. Authorizing additional users to see some or all of your documents is easy too, you have complete control.
Streamline your document workflow
Integrations and powerful automation features enable you to focus more on your clients. You can connect your documents to any other software your already use with our bulk scan export tool. Plus, the Mailbox Rules engine lets you automate repetitive tasks like syncing documents, shredding, and sorting to folders.