File Cabinet

CPA Web Books has invested in Box.com to provide our clients with free access to the best, most secure, online sharing system available. This allows you the flexibility to access your files when you need them. Box.com is an enterprise level file sharing service and we know you'll love it! Your important documents are safe with us.

Sending and Sorting

Upload, scan, fax or mail documents to CPA Web Books for filing
Our software splits batch documents into individual images for quick sorting and organizing

Storage

CPA Web Books LLC stores digitally scanned images of source documents, including:

Invoices, bank reconciliations, loan documents and payroll reports
Tax Returns
PDFs, Word and Excel Files
Any files to which multiple parties need access!

Organization

We follow the same file organization used in a physical file cabinet

Looks like a Windows Explorer file structure, only nicer
Simple organization of your tax returns, payroll records, bank reconciliations, workpapers, etc
Flexibility to suit each client’s needs

Easy, Secure Access

Files are easily accessible via our secure web portal

Login through your web browser
Enter your user name and password to get access to your files
Retrieve actual files our bookkeepers work from
Upload and download documents yourself
View PDFs with Adobe Acrobat Reader
Share individual documents via a link! Great options for sending sensitive docs to banks

SSL Certification

We've partnered with getcanopy.com, Software-as-a-Service (SaaS) to provide file access and to protect your information. SSL Certificates are employed in order to provide a verified, trusted website using Secured Socket Layer technology (https:) for access to our Online Files (256bit encryption).

Document Retention

Our virtual file cabinet enables us to digitally store your important originals

Allows you to keep necessary documents for the required time without taking up valuable office or storage space
Digital retention protects against fire and flood loss