Document Management System for Accountants

As a tax professional, you know how document-heavy this industry can be. Managing documents, ensuring they’re correct, getting signatures, and securing their confidentiality is a lot to keep track of.

TaxGlobal is here to help: our platform offers streamlined document management for accountants providing tax services. Sending, receiving, signing, and storing documents—it’s never been easier with TaxGlobal! 

Know more

Handling tax documents has never
been easier or more secure

  • Upload and download any
    documents you need

    Tax professionals require a lot of documents to work at their best, which is why TaxGlobal offers unlimited file storage on its platform. Upload any documents you want to distribute as a PDF or Word doc and download documents directly from messages.

  • Distribute forms and documents directly to clients

    When you need to send a document to a client, you can do so from the conversation or through the file storage interface. You have the option to send to their private messages or email, and you'll receive a notification when a document is returned to you.

  • E-sign documents effortlessly with DocuSign integration

    TaxGlobal's DocuSign integration means you can send documents securely and have them e-signed in a matter of minutes. Once signed, a new copy will be returned to the relevant folder. The best part? This integration is included for everyone, regardless of subscription!

  • Keep documents safely tucked away in folders

    Store all documents in our file storage dashboard, where you can easily organize them into folders. You can immediately store any documents shared in a private message in their correct folder. When you receive an e-signature from your client, a signed copy will be created in the same folder as the parent document.

  • Enjoy complete security thanks to private cloud hosting

    TaxGlobal boasts bank-level security features to keep every document and transaction as secure as possible. The platform is hosted on AWS, which offers a global cloud infrastructure that has earned the trust of leading organizations and world governments.

See what TaxGlobal has done for professionals like you

Accounting professionals around the country have praised the speed and efficiency of using TaxGlobal as their accounting practice management platform.
  • *****
    The beauty of TaxGlobal lies in its ability to consolidate everything onto a single platform. Previously, I relied on multiple systems, tools, and services to run my practice. Now, I can manage it all through TaxGlobal. From marketing and generating leads to communicating with clients and providing services, TaxGlobal makes everything seamless.
    Kinjal Buch, CPA
  • *****
    As a new firm owner, who has just got into the business of providing tax and accounting services, my number one problem has been getting good leads, which has been solved very efficiently by signing up on TaxGlobal’s platform, as most users on the platform are looking for service providers like me. Also, Taby has become my go-to research tool for all my tax and accounting research.
    Kevin P, CPA
  • *****
    Finding and retaining top talent has always been a major challenge for me. TaxGlobal's extended team made it easy and efficient to find top-tier talent. The best part is their flexible engagement models, which allow me to scale my operations based on my seasonal business needs.
    Brian Jackson, CPA

How the accounting document
management system works

  • Step 1

    Upload the documents you need

    You may upload any documents as a PDF or Word doc to TaxGlobal, organizing them into their relevant folders. You may track all your uploaded documents through the file storage dashboard.
  • Step 2

    Save documents you receive from clients

    When you receive a document from a client conversation, such as a W2 or an invoice, you can save it directly to the right folder. All documents shared are completely secure, so you can breathe easily that you’re keeping client information safe.
  • Step 3

    Share documents with clients

    When a document is ready to be shared, you may distribute it through the client’s conversation or email. They’ll receive a notification from TaxGlobal, and you’ll receive a notification when they’ve returned it.
  • Step 4

    Gather any e-signatures required

    With DocuSign integration, seamlessly sign and save all your documents in one place. Simply right-click an item and select the "Sign" option. Whenever a document is signed, a copy is made in the corresponding folder for you.
  • Step 5

    Store away documents for later reference

    All documents can be neatly organized into folders in the file dashboard, all completely secured by private cloud storage. There is a separate dashboard for invoices, where you can track all of your invoices and their statuses.

Benefits of choosing TaxGlobal’s
document management software

  • Save time managing documents, focus
    on your clients.

    Finding a document management system for your business allows you to devote your time, energy, and resources back to where they belong: offering quality services to your clients.

  • Streamline processes for tax preparation

    Enhance your productivity by eliminating email clutter. Our system seamlessly organizes files into appropriate folders, facilitating efficient retrieval and distribution to relevant stakeholders.

  • Enjoy DocuSign integration,
    it’s on us

    Other tax platforms might charge extra for a DocuSign integration—not TaxGlobal. The platform seamlessly integrates with DocuSign, meaning you can gather legally compliant signatures in a matter of moments.

FAQs about TaxGlobal and
document management

  • What is a document management system in accounting?

    A document management system helps organize and manage paperless workflows, improving productivity and collaboration among team members, ensuring greater document security, and enabling more efficient tracking and storage. 

  • Is TaxGlobal document management software secure?

    We understand the importance of confidentiality for tax documents, which is why we offer bank-level security for files and the AWS transaction standards you can trust. Every document and payment will remain protected, guaranteed.

  • Does the document management system integrate with any other platform?

    Getting documents signed is always a hassle. That’s why TaxGlobal offers a DocuSign integration to gather fully compliant e-signatures on documents in just a few clicks. The platform also easily works with Microsoft and Google platforms. TaxGlobal wants to be your one-stop tax platform, so reach out with any integrations you would like to see!

  • What file types does the document management software support?

    Our document management platform supports PDF and Word documents. TaxGlobal also has an invoice builder to easily create and distribute invoices to your clients all on our platform.

  • How can I get started with TaxGlobal document management?

    Register today and pick the right subscription plan for you! If you have any questions, you may reach the TaxGlobal team at info@taxglobal.com.

Check out the other features of our
full-service platform

See for yourself what TaxGlobal can do for you — register today

As a document management system for accountants providing tax services, TaxGlobal ensures fast and highly secure document workflows.

Using TaxGlobal, tax professionals gain a streamlined document management system that makes organizing and storing all kinds of business-critical documents—even the most sensitive ones—more efficient and secure. Start distributing documents to new clients today with TaxGlobal!
Register now