Client files, folders, upload links, permissions and activity tracking.
Starter login: admin / ChangeMe123!
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.
🔔
New Work
Only Admin can access the Recycle Bin. Files remain recoverable for 90 days and are then permanently removed automatically.
