Skip to content

Cloud-Based Software for Tax Professionals to Store Client Documents

Sharissa Barnett Apr 25, 2022 1:32:09 PM

“Can you retrieve that file for me?” 

“I don’t know where to find it.”

“You’ll have to dig through the entire file cabinet.” 

Do you often hear these phrases in your workplace? If so, your company needs cloud-based software to store and manage documents. 

Document management software makes digging through paperwork in cabinets obsolete. The best software provides security for your most important documents and gives your employees and clients the flexibility to collaborate and access the files from anywhere. 

Electronic document management systems are more important than ever as the concept of a paperless office is quickly becoming a reality. 

However, finding the best cloud-based document management software can be difficult, especially if you’re new to cloud storage. This post will introduce you to the best cloud-based software to store important documents and the features to look for when shopping for one.

Features to Look for in a Document Management Software

Without further ado, here are the top features your document management software needs. 

  1. Cloud Access

We’re in the 21st century, right? Cloud storage is paramount for ease of access and collaboration. Moreover, your employees and clients need to be able to upload documents at any time and place, so cloud access is critical. 

  1. Digital Organizer

Working with multiple documents can become problematic, especially for tax professionals with a huge client base. 

The best document management software features a digital organizer that allows users to stay organized while automating task management. A robust document organizer simplifies the document collection and distribution process. 

  1. Top Grade Security

Security is one of the critical aspects of cloud-based document management software. The best document management system (DMS) will offer a high level of document encryption and role-based access, as well as:

  • User permission and roles
  • Audit trail
  • Encrypted documents of file system
  • SSL support
  • Modification of ownership

While selecting a system to work with, check out the system’s security features and the security methods employed by the provider. 

  1. Tech Support

No software solution is perfect, and problems will arise from time to time. 

When the unfortunate happens, it’s assuring to know you can contact the service provider and get the needed assistance on time. The best document management systems don’t charge an additional fee for support. Instead, customer support is available 24/7, all year round. 

  1. Bonus Features

The bonus features to look for in a cloud-based storage system will depend on your industry and unique needs. For instance, if you’re in the real estate or financial sector, you may need a system that allows your clients to sign documents electronically. If you’re a project manager, you may want a platform with a collaboration portal. 

Basil Is an Enterprise Level DMS

When it comes to the best document storage and collaboration software, Basil carries the Oscar, and for a good reason. This platform checks all the boxes you’d want in a cloud-based document storage and management system. 

Ideal for accounting and tax professionals, Basil facilitates the secure sharing and distribution of sensitive information. 

With Basil, you can share documents online and have peace of mind that all your client’s personal information is secured with military-grade encryption. All data is 100% encrypted, so only you and your clients can access the files stored in the Basil portal.

Plus, the software allows clients to sign documents and IRS forms electronically. With e-signatures, a project organizer, unlimited clients, and automated follow-ups, Basil can increase your productivity during the busy tax season. 

And at a price of $20 a month for unlimited clients and unlimited e-signatures, Basil offers the best bang for your buck. 

Wrapping Up

To sum it up, there’s a wide variety of cloud-based document management systems you can choose from. All come with different features, and some are industry-specific. 

The best document management system offers cloud access, intelligent organization, top-grade security, and 24/7 support. Your choice of the best document management system should depend on your unique business needs. If your needs are specific to the financial sector and professional services, we’d recommend Basil. 

If you need cloud storage and collaboration software for accounting and tax professionals, contact us today or schedule a Basil demo. 

Schedule a Demo



Leave a Comment