Client files, folders, upload links, permissions and activity tracking.
DashboardSecure Client Document Management
Manage client documents from one secure workspace.
Clients0
Active Files0
Storage used0 MB
Pending for My Work0
Document Hierarchy
FY → Folder → Files
Recent Activity
Financial Years & Folders
Documents
Private Work Sheet
Admin ↔ Staff only
All Staff & Managers • private, date-wise work control
Staff / Manager Sheet
Date
Time
Client
Work / Message
Priority
Status
By / Message From
Search Results
Admin controls: Staff can never delete. Manager deletion can be enabled or disabled here. Deletion always goes to the 90-day Recycle Bin; permanent deletion is automatic after 90 days.
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New Work
Only Admin can access the Recycle Bin. Files remain recoverable for 90 days and are then permanently removed automatically.
