AuditFile is a secure, cloud-based solution that helps CPA firms and internal audit teams perform efficient audits, reviews, and compilations.
Easy to use and I got a training with them online when I got stuck with my password. It was nice to see my staff could just pick it up no problem.
FileInvite - Stop chasing your clients for documents! Easily request files, documents, forms & signatures from your clients โ set a due date and save hours as your requests are returned to you effortlessly.
Hubdoc - Hubdoc gets your key financial docs in one place, automatically.
iDeals Virtual Data Room - iDeals Virtual Data Room is a tool that provides secure access to large amount of confidential documents and can view, analyze and collaborate in a protected environment.
AdvanceFlow - Financial Audit
Clinked - White-label Client and Team Workspace
Funding Gates - Funding Gates provides credit screening, monitoring and collection tools that enable small businesses to better manage their receivables.