Client Application

Document Center

Organize documents by year in your workspace. If you choose accountant support, share only the folders you select.

Included in every client workspace

What we can discuss

  • Organize requested records, share them securely, and follow review and approval steps.
  • Choose this application tool without an accounting engagement. Confirm available workflows, team access and review steps with GND.
  • Share sensitive information through the invited client portal.

Share sensitive records only through your invited client portal after onboarding.