Documents

Ditch the filing cabinet

Sick of a clunky filing cabinet taking up valuable real estate? Work securely and efficiently from anywhere with our Documents tool. Benefit from the flexibility of unlimited document storage. Easily search for the documents you want and need within a standardized folder structure for each client. Organize your work with a sub-folder structure and the ability to create custom folders that support your firm's needs.

GIF-Documents

Stop being your own version tracker!

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!

Never miss a deadline

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.

Save time with on-screen viewing

Cut down on those time-consuming clicks by using the on-screen document reader for easy viewing, commenting, and @mentioning functionality.

What is the Documents tool?

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.
Can I change the standardized folder structure?

While the standard folder structure is permanent, you may add folders and subfolders as you see fit.
Can I communicate with my team, clients, and Botkeeper on a document?

Yes! Simply tag, comment, or @mention your team, a client, or the Botkeeper accounting team on any document and they’ll be notified.
How are my clients' documents protected?

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.
Is there a limit to the number of documents I can store in the Documents tool?

Nope—there's no limit to the number of documents that can be stored within the Documents tool!
Do I have to pay extra for the Documents tool?

Nope! The Documents tool is included in all of Botkeeper’s standard Accounting Partner Packages.

NATIONWIDE, FIRMS TRUST BOTKEEPER WITH THEIR BOOKKEEPING SO THEY CAN FOCUS ON PROVIDING VALUE.

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.