Document Management System Software for Accountants

Efficient document management is critical for accountants handling sensitive financial records, client data, and tax filings. Folderit’s document management system is designed to meet the unique needs of accounting professionals. With robust security, seamless collaboration tools, and effortless organization, Folderit helps accountants manage their workloads with confidence and precision.

Whether you need a cloud-based, single-tenant, or on-premises solution, Folderit is your trusted partner for document management.

Protecting Sensitive Financial Data

Folderit prioritizes the security of your financial records and client information. All files are protected with 256-bit AES encryption, while data transfers are secured with SSL/TLS encryption. Multi-level backups ensure that your files are always safe and retrievable, even in the rare event of hardware failure or data corruption.

For additional security, Folderit offers watermarking on previews and downloads, protecting sensitive data while maintaining control over shared files. Folderit’s compliance with GDPR, ISO 27001:2022 and other global regulations ensures your firm operates within legal and ethical guidelines.

Effortless Collaboration and Controlled Sharing

Accountants often collaborate with clients, colleagues, and external stakeholders. Folderit’s advanced sharing capabilities allow you to securely share files while maintaining precise control over access. Assign permissions such as:

You can also set expiration dates for shared files to protect sensitive financial data. Folderit’s group sharing feature makes it easy to grant access to entire teams or client groups without compromising security.

Streamlined E-Signing and Approvals

Eliminate delays in document approvals with Folderit’s built-in e-signature functionality. Accountants can send contracts, agreements, or audit approvals directly from the system for quick and secure signatures. Pair this with automated workflows to streamline reviews and approvals, saving time and reducing administrative overhead.

Audit Trails for Transparency

Folderit automatically records every action taken on your documents, from file previews to edits and downloads. These comprehensive audit trails provide full transparency and accountability, ensuring you always have a clear record of who accessed your files and when. This is particularly useful for compliance and client audits.

Organize and Find Documents Quickly

Managing multiple client files and financial records can be overwhelming. Folderit simplifies organization with metadata tagging and advanced search features. Use OCR technology to search within scanned documents or tag files with keywords for easy retrieval. This ensures you can find any file in seconds, whether it’s a client invoice, tax form, or audit report.

Retention Policies and Compliance

Accountants often handle documents that must be retained for specific periods or destroyed after a compliance deadline. Folderit’s automatic retention features allow you to set retention rules for different document types, ensuring you stay compliant with legal requirements while keeping your system organized.

Real-Time Notifications

Stay informed with real-time alerts for changes in your documents. Whether files are edited, approved, or shared, Folderit’s notification system keeps you updated, ensuring no important detail is overlooked.

Access Anytime, Anywhere

Folderit’s mobile-friendly interface ensures that you can access your documents wherever you are—whether in the office, meeting with clients, or working remotely. With Folderit, your critical files are always just a few clicks away.

Why Accountants Choose Folderit

Folderit is designed to address the unique challenges faced by accountants, offering features tailored to their profession:

With cloud, single-tenant, and on-premises deployment options, Folderit adapts to your firm’s specific needs, providing the flexibility and reliability accountants require.

Start Your Free Trial Today

Experience the difference Folderit can make for your accounting firm. Start your free 14-day trial today and discover why Folderit is the most user-friendly document management system software for accountants.

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Folderit: Simplifying document management for accountants, one file at a time.