Upload, organize, preview, and share client documents with version history and granular permissions. Collect files from clients through secure token-based links — no client login required.
Every document request follows a clear status path from creation to completion. Track where each request stands and follow up on what is outstanding.
Upload any file type, preview PDFs directly in the app, and keep everything organized by client and engagement. No more digging through shared drives or email attachments to find what you need.
Upload PDFs, spreadsheets, images, zip archives, and any other file your clients send. Every file type is supported for upload and download.
Open and review PDF documents directly in the browser without downloading. Tax returns, engagement letters, and financial statements are viewable in one click.
Documents are automatically scoped to the right firm, client, or engagement using path-based folder organization. Every file has a logical home.
Create a document request, and your client receives a secure upload link via email. They click, upload, and you are done. No accounts, no passwords, no portals to explain — just the files you need, tracked from request to receipt.
Every request generates a unique, secure URL. Clients access it without logging in or creating an account. The link is time-limited and scoped to the specific request.
Clients never need to remember a password or navigate a portal. They click the link in their email, upload their files, and they are done.
Every request moves through a clear lifecycle — Pending, Partial, Complete, Expired, or Cancelled. Your dashboard shows exactly where each request stands.
When a document is updated, the system creates a new version automatically. View the full history, compare revisions, and restore any prior version with one click. No more files named "final_v3_REAL_FINAL."
Every upload of an existing document creates a new version. The system tracks who uploaded it and when, building a complete audit trail without any manual effort.
Need to roll back to a prior version? Click Restore and the previous revision becomes the current document. No re-uploading, no renaming.
Stop appending _v2, _FINAL, _revised to filenames. The version history handles it. One filename, complete history.
See how accounting firms use CPA Buddy document management to handle the situations that actually come up during the workday.
Every January, the firm sends emails to hundreds of clients asking for T4s, receipts, and investment statements. Documents arrive as reply attachments with no organization, get lost in inboxes, and the firm has no way to track who submitted what.
CPA Buddy sends each client a secure document request link. Clients click, upload their files, and the request status moves from Pending to Complete. The firm dashboard shows exactly who has submitted, who is partial, and who has not responded.
Document collection is organized from day one. Nothing is lost in email. Staff follow up only on outstanding requests instead of guessing who still owes documents.
The firm updated its engagement letter terms mid-year. Three versions exist across email attachments and a shared drive. Nobody is sure which version a specific client actually signed, and finding the original is a scramble.
Every engagement letter is stored in CPA Buddy with automatic version history. Each revision is tracked with a timestamp. Staff view the full version timeline and can restore any prior version instantly.
The firm always knows which version is current. Audit requests for signed engagement letters are answered in seconds, not hours.
Emailing completed tax returns to clients is insecure. The firm has no way to confirm the client actually received and opened the file, and sensitive documents sit unencrypted in email inboxes indefinitely.
Staff share completed returns through secure document links in CPA Buddy. Clients access their documents through a token-based link without needing an account. The firm can see when the document was accessed.
Clients receive their returns securely. The firm has proof of delivery and access tracking. No sensitive documents sitting in email.
Beyond the core features, CPA Buddy document management includes everything your firm needs to keep files secure and organized.
Owners, admins, and managers access all firm documents. Staff see firm-level files under role policies. Contractors only access documents on their assigned engagements — no per-file configuration needed.
Deleted documents move to a trash bin before permanent removal. Recover accidentally deleted files with one click. No more panicked calls about lost documents.
Download multiple documents as a zip file or delete files in bulk. When tax season ends and you need to archive or clean up, bulk operations handle it in seconds.
Documents use hierarchical folder paths scoped to firm, client, or engagement level. Files land in logical locations automatically so your team navigates to the right folder without guessing.
Collect legally binding electronic signatures on engagement letters, tax returns, and other documents directly within the platform — no external signing tool needed.
Sync documents with Google Drive, OneDrive, or Dropbox so files uploaded in one place appear in the other. Eliminate manual uploads for firms already using cloud storage.
No. Document requests generate a secure, token-based link that clients access without authentication. They click the link, upload their files, and the system tracks completion. No account creation or password required.
Every time a document is updated, the system creates a new version automatically. You can view the full version history and restore any previous version instantly. This eliminates naming conventions like "v2_FINAL" and provides a complete audit trail.
All file types can be uploaded and downloaded. PDF files get in-app preview support. Other file types are available for download and can be opened in their native application.
Yes. Documents use path-based folder organization scoped to firm, client, or engagement level. Files are organized logically so your team can navigate to the right folder structure for any client or piece of work.
CPA Buddy features are designed to work together. Explore related capabilities that complement document management.
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