The solution features AI-powered document categorization and tagging, secure cloud storage with encryption, search and filtering options for easy document retrieval, and permission-controlled document sharing options. This module is designed to optimize your clients’ financial document management, allowing them to work more efficiently and securely.
Documents Module Solution
Documents Module Solution
The solution features AI-powered document categorization and tagging, secure cloud storage with encryption, search and filtering options for easy document retrieval, and permission-controlled document sharing options. This module is designed to optimize your clients’ financial document management, allowing them to work more efficiently and securely.
All you need:
- Have documents for tax reporting.
We offer you:
- Upload and store financial documents
- Manage financial documents
How the module works?
Features that make us unique
It provides AI-powered document categorization and tagging, secure cloud storage with encryption, search and filtering options for easy document retrieval, and permission-controlled document sharing options.
AI-driven document categorization
Secure cloud storage with encryption
Document sharing
AI-driven document categorization
- Automatic categorization of documents (e.g., Tax Return, Bank Statement, Receipt).
- Extraction of specific financial data points like expenses, income, and other relevant details.
Secure cloud storage with encryption
- End to end encryption for documents and extracted data.
- Secure cloud storage with backup and recovery options.
Document sharing
- Role-based access controls for document and data access.
- Documents sharing with controlled permissions.
