Treemly is a powerful app designed to streamline document management for accounting services and their clients. By digitalizing document submission, Treemly helps you easily organize and access important financial documents. Clients can quickly send digital files or photos of paper documents directly through the app, while accountants benefit from automatic document categorization and secure storage.
Key Features:
Fast Document Submission: Upload digital documents or photos quickly and easily.
Automatic Categorization: Treemly recognizes and organizes documents for you.
Access to Open Items: Accountants can share open items with clients for quick reference.
Secure Storage: Keep your documents safe and easily accessible.
Increased Efficiency: Reduce manual tasks and save time.
Treemly is ideal for accounting firms looking to modernize their document management processes and offer clients a seamless digital experience.