Digital mailbox service FileThis announced the availability of FileThis Document Portal for Professional Services, built to streamline the gathering, organizing and sharing of financial documents from clients for accountants and other tax and finance professionals.
The customizable service provides users with a new way to help clients organize their tax and financial documents through its automated and branded service, which fetches clients’ financial documents from hundreds of financial institutions and organizes them in a digital filing cabinet.
With FileThis for Professional Services, tax and finance professionals can access shared client documents through an administrative web console, pre-schedule their work and load levels and know when monthly or year-end documents will arrive.
“For decades, the accounting world has been plagued by the paper chase, which often ate up valuable hours of their day,” stated Brian Berson, co-founder and CEO of FileThis. “Now, FileThis Professional Services brings much needed automation to the industry to help increase productivity, cut down on stacks of papers, and keep offices and clients organized. Because of FileThis Pro Service’s fetching and auto-delivery of source documents, professionals and clients can be sure that necessary documents are available and reviewed on time.”
Available now, FileThis offers multiple plans with more information available at FileThis.com/Pro.
Register or login for access to this item and much more
All Accounting Today content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access