Secure client document storage and retrieval.
Key Features
- Organize documents by client, category and financial year
- Set access permissions for staff and client accounts
- Search by document name, tags and expiry date
- Track upload history and document review status
- Backup and retention settings depend on hosting configuration
Suitable For
Businesses, professionals and organizations seeking a configurable software solution in this category.
Implementation Notes
Hosting, domain, third-party subscriptions, API integrations, data migration, custom development and ongoing support are included only when explicitly stated in the quotation. Confirm the final scope, licensing and deployment requirements before purchase.
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