Public accountants work on documents today, provide documents to clients tomorrow and depend on documents in 20 years. There is a mystery surrounding this process… How are documents handled? Where are files and documents located? and When are documents published to an immutable format?
ClientDocs clarifies the How, Where, and When of client document management, while acknowledging that only the professional knows what needs to be done and who needs to do it.
ClientDocs integrates industry specific tools, rules and disciplines to increase the efficiency, productivity and wealth of Public Accounting firms.