Stop digging through shared drives.
A structured document library for every client — organized by year and category, with bulk actions, folder downloads, and automatic archiving of reconciled bank statements.
Document library capabilities
Year Tabs + Category Folders
Documents are organized by tax year and category (e.g., Bank Statements, Payroll, Tax Returns). The default tab is always the current year — clean and immediately useful.
Bulk Download as ZIP
Multi-select any set of files and download them as a single .zip. Or use 'Download folder' to grab everything in a category at once — perfect for year-end client handoffs.
Bulk Delete
Select multiple documents and delete them in one action. Bulk delete also cleans up any reconciliation backlinks so a statement can be re-uploaded if needed.
Auto-Archived Reconciled Statements
Reconciling a bank statement automatically archives the PDF to the Document library — keeping the audit trail complete without any manual file management.
Folder-Level Downloads
Every category folder has a one-click 'Download folder' button. Stream the entire folder as a zip without selecting individual files.
Flexible Categorization
Assign any document to any category. Reorganize as your firm's filing conventions evolve — the structure adapts to how you work, not the other way around.
Reconciled statements auto-appear in Documents
When a bank statement is reconciled, the PDF is automatically archived into the client's Document library under the Bank Statements category for that year. No manual upload. No copy-paste.
The document retains a backlink to the original statement, so the zip download streams the actual PDF from the source — no duplicate copies stored on disk.
Bulk operations built for year-end
Select all documents for a client's tax year, download as a single zip, and hand off to the CPA. Or select a subset and bulk-delete anything that was uploaded in error.
Bulk delete handles the cleanup automatically — including clearing reconciliation backlinks so the statement can be re-uploaded if needed.
Every client's files, exactly where they should be.
Join the beta and explore the document library firsthand.
Join the beta