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Transition from Reactive to Proactive

Three, Ten, One Hundred Clients, All Organized on the FlightDeck

Managing client documents has never been simpler. As clients scan, fax, email or use mobile, their documents immediately flow through to the FlightDeck, and can be separated automatically to assigned staff.

Staff can view, file, check data accuracy and send to QB from their personal decks.

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Locating Client Data Through Advanced Search

Fruitless searches for client documents disappear with CloudSway's OCR' d data management. All documents are OCR' d and prepped upon upload making it simple to locate files through advanced search features.

Plus, CloudSway does a quick human overview of uploaded transactions for OCR accuracy. Reducing errors and search times.

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Staff and Temp Management

Invite staff and temporary help through quick email invitations. Assign multiple administrators.

Once accepted, you can assign clients and watch workflow.

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