Ditch Paperwork with Secure Online Document Storage
It’s time to opt for the convenient option to maintain quality accounting work with integrated online document storage powered by cloud backup.
The client portal with 24/7 online available cloud storage for all financial data backups is fast, Highly secure and reduced risks or any damage to the documents. My CPA Dashboard is more than your average software. Try Demo now.
How Online Document Storage Works
Digital Documentation and Reduced Paperwork
My CPA Dashboard comes with highly integrated online document storage that involves almost zero paperwork. The digital paperwork is easy to track under the right folder name.
Integrating Workflow with Custom Folder Making
Document storage online is the solution for the manual filing cabinet. Filing documents is easier with the custom option of folder making. Secure the right document under the right folder.
Access Online Documents with no Limits
Cloud storage enhances the productivity levels with no time limits to gain access to the documents saved. Without compromising the security, access the folders as per need.
Confidential File Sharing is Easier in One Click
My CPA Dashboard is the brand name for online storage of document. Confidentiality and security are two exclusive norms of accounting software. Clients can access the shared files in a go.
Streamline All Clients with One Cloud Storage Portal
My CPA Dashboard assures the accountants to manhandle various clients all at the same time with the easy-to-use client portal software. Prep and maintain all client documents under one roof.
Exclusive Features of Online Document Storage
Storage of document online is one of the many perks of using My CPA Dashboard. Every feature streamlines the accounting tasks and financial documents to enhance productivity levels. It’s high time you keep your data secure and available at all times.
Easy Access
Get lightning-fast access to the documents uploaded and saved in the cloud storage with high-speed performance.
Custom Folders
Streamline all documents in different existing and custom (new) folders as per your need.
Quality Printing
Get the hard copy of the saved documents whenever you want with the printing option.
Text Search
File navigation is easy with names, tags, and even text in the file uploaded on the cloud.
Clear eSignature
One-time eSignature uploaded is savable and usable for the documents in need of grants.
Cloud Integration
The online backup is taken care of with the latest cloud storage for online documents.