SmartVault
Document management and client portal software built for accounting firms with secure file sharing, e-signatures, and automated workflows.
Google Workspace is a cloud-based productivity suite that includes Gmail, Google Drive, Docs, Sheets, Slides, Google Meet, and Chat. It provides email, file storage, document collaboration, and video conferencing in one subscription.
Accounting firms use Google Workspace for internal communication (Gmail, Chat), document collaboration (real-time co-editing in Sheets and Docs), file storage (Drive with sharing controls and version history), and client meetings (Meet). Google Sheets is commonly used for budgeting, data analysis, and financial modelling. Drive provides centralised file storage with search and granular permission controls.
Google Workspace is an alternative to Microsoft 365 and tends to be adopted by smaller, cloud-native firms. It is best suited for practices that prefer browser-based tools and do not have a strong dependency on desktop Excel features or Microsoft-specific integrations. Firms using accounting software that integrates more tightly with Microsoft (like some practice management tools) may find Microsoft 365 a more natural fit.
Document management and client portal software built for accounting firms with secure file sharing, e-signatures, and automated workflows.
Document management platform for accounting firms with file storage, client portals, e-signatures, and deep Xero integration.
Cloud document collection and management platform for accountants with secure client uploads and AI-powered receipt matching.
Desktop and cloud document management software offering PDF editing, scanning, filing, and organization tools for small accounting firms and offices.