Document Manager

Never chase client documents again

Get the essential documents you need to complete your clients' bookkeeping effortlessly, with a centralized, highly secure file-sharing and storage solution. Simplify document collection, eliminate security concerns, and ensure everything stays organized in one trusted place.

Your data security isn’t optional—It’s our top priority

• Your documents are safeguarded with robust, bank-grade 256-bit encryption.
• Your information is protected using multiple best-in-class security protocols.
• We are ISO 27001 Information Security certified, ensuring your data protection at every level.
• We continuously ensure your confidential data remains protected—without any effort from you.

Never worry about running out of storage space again!

With Integra Balance AI documents area, there's absolutely no limit to the number of documents you can store. Best of all, unlimited document storage comes standard with all of our Packages, ensuring you have all the space you need—whenever you need it.