Integrated document management with TaxCalc Document Manager

• Saving and organising documents
• Multiple upload options: drag and drop, scanning, and direct uploads.
• Simplifying workflows with default and customisable folder templates.
• Managing access: shared folders for client collaboration vs internal-only folders.
• Effortless file handling: accessing, opening, and modifying live files like PDFs and spreadsheets.

Meet your presenter

Aaron Dick

Channel Sales Manager, SmartVault.

Reserve your place

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Integrated document management with TaxCalc Document Manager

Reserve your place

Discover the power of integrated document management in this live demonstration. Whether you’re an existing user or exploring solutions to improve efficiency and security, this webinar is designed to help you simplify your processes.

What We’ll Cover

Aaron Dick, Channel Sales Manager at SmartVault, will walk you through the integration step-by-step and answer your questions about how Document Manager can work for you.

Streamline document workflows, enhance client interactions, and ensure secure file sharing with TaxCalc Document Manager.

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Don’t miss your chance to discover how TaxCalc Document Manager can transform your document management process.

Document storage:

Client Portal:

• Sharing documents securely with clients in just a few clicks.
• Inviting clients and guiding them through the process.
• A walkthrough of the client’s view, showing how they upload and download documents.
• Easy, secure client logins for seamless interactions.

Security Features:

• End-to-end encryption: securing documents at rest and during transit.
• Confidence in compliance: meeting security standards for document handling.