Store, organize and share client documents securely - across your team, office and cloud.
Store, organize and share client documents with ease.
Work with files quickly from your office while keeping everything securely synced to the cloud.
Keep every client’s documents neatly structured without creating folders manually.
Give your team and clients access only to the files and folders they need.
Let clients securely upload, access and download documents without endless WhatsApp or email follow-ups.
Ask clients for specific documents and receive them directly through the portal.
Create secure links for files or folders and share them instantly with the right people.
Search your entire document library in seconds and get to the file you need without digging through folders.
Most tools make you choose fast local storage, or safe cloud access. WebLedger Drive gives you both.
Give clients their own portal - they upload what you need, right where it belongs
Ask for exactly what's missing. Clients get a clear list with due dates.
Every file goes to the right client folder.
Clients log in and upload directly. Everything lands in their folder, auto-organized.
The moment documents are uploaded.
No more email chains or follow-up calls
Document management for CA firms, agencies and consultants.
Start Free TrialKeep every client's financial documents organized and easy to access.
Keep each client's files, briefs and project documents in one place.
Organize client reports, contracts and files. Share them securely when needed.
Manage each client's documents in one place and keep files organized and synced.
Practice Management is one part of WebLedger Office. Add a client once, and your whole suite shares it no duplicate data, no second login.
