Client Records
With CloudStore, accountants and bookkeepers can easily store client records they have on file. Once uploaded, these files are then protected by our advanced encryption methods, and then further protected by the permissions model.

Client Portal
Your clients can quickly ad simply upload confidential documents with a single simple link, no complex password creations as with virtual cabinets or insecure drop boxes or email.

Work Management
Manage client work quickly and efficiently, while meeting legislation requirements.

Client Tracking
Read receipts and audit history of all documents.

No cost set-up
CloudStore is free to set-up and does not require complicated training to use.

Email Archive
Need to archive all client emails and have full text searching CloudStore can automatically pull your email in to a secure area for retrieval or searching.