From intake to delivery — in one place.
Upload final work products directly to each job. Clients access their deliverables through the same portal they used to submit — closing the loop with a complete, auditable record.
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Portal for intake and delivery
100%
Delivery accountability
∞
Historical access for clients
What's included
Attach final outputs — returns, reports, processed files, signed documents — directly to the job record.
Clients download their deliverables from the same portal they used to submit. No separate file-sharing links needed.
Every upload, download, and delivery action is logged with timestamps and user info.
Export extracted data as CSV, Excel, JSON, or push it to external tools via webhooks.
Mark jobs as delivered. Clients see confirmed completion status in their portal.
All past deliverables remain accessible to clients — useful for annual returns, recurring reports, or compliance reviews.
Real-world usage
File ITR → upload acknowledgment and computation sheet → client downloads from their portal immediately.
Deliver signed audit report through the same portal client used to send financials. Complete cycle documented.
Export extracted invoice data as Excel → upload to client's job → client downloads ready-to-use dataset.
Full capability list
Upload deliverables per job
Attach final outputs — returns, reports, processed files, signed documents — directly to the job record.
Client-accessible delivery
Clients download their deliverables from the same portal they used to submit. No separate file-sharing links needed.
Complete audit trail
Every upload, download, and delivery action is logged with timestamps and user info.
Multiple output formats
Export extracted data as CSV, Excel, JSON, or push it to external tools via webhooks.
Job completion status
Mark jobs as delivered. Clients see confirmed completion status in their portal.
Historical output archive
All past deliverables remain accessible to clients — useful for annual returns, recurring reports, or compliance reviews.
Start a 14-day free trial. No credit card required. Your team can be up and running in under 2 minutes.
14-day free trial · No credit card · Cancel anytime
From intake to delivery — in one place.