Are your employees about to walk?
No one bats 1.000 when it comes to employee retention. Even when a workplace gets everything right,...
Create continuity at your firm by staying on top of document changes with clear version history, easy version upload, and a full audit log to see who’s made changes to the document. Comment and tag your clients, staff, and the Botkeeper accounting team as questions arise!
Clear notification indicators allow you to quickly and efficiently see which documents are missing and still outstanding from clients. Get a nice shortcut to completing the task by clicking on the notification at the top of the screen.
Cut down on those time-consuming clicks by using the on-screen document reader for easy viewing, commenting, and @mentioning functionality.
No one ever asks us about particle physics, but we get these quite a bit.
An easy and centralized way to receive the important documents needed to complete your clients’ accounting, in a super-secure file sharing and storage environment.
While the standard folder structure is permanent, you may add folders and subfolders as you see fit.
Yes! Simply tag, comment, or @mention your team, a client, or the Botkeeper accounting team on any document and they’ll be notified.
We take security seriously. To prove it, Botkeeper protects your platform with Two-Factor Authentication (2FA). All data is 256-bit encrypted, and we employ several other best-in-class security protocols. Botkeeper is SOC 2 Type 2 accredited.
Nope—there's no limit to the number of documents that can be stored within the Documents tool!
Nope! The Documents tool is included in all of Botkeeper’s standard Accounting Partner Packages.
Bring your accounting or bookkeeping firm into the future with the Botkeeper Operating System, an all-in-one financial platform to manage all bookkeeping, communicate with clients, and innovate your practice. Provide a seamless experience for your clients while keeping costs low and accuracy high. Botkeeper makes your firm more productive while reducing stress and providing you with time for higher-value tasks.