Online Document Storage


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.

Book your Demo

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

Online Document Storage with Digital Documentation

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 online document storage

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

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

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.

One Cloud Storage Portal

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.