Automate sales tax compliance documentation for every client engagement.
Accounting firms juggle thousands of client documents across tax seasons, audits, and advisory engagements. Workpapers, tax returns, source documents, and client correspondence pile up fast. TeamSync brings document management, workflow automation, and AI-powered search into one secure platform purpose-built for accounting operations.
- 75%less time on document routing and workflow management
- 3xfaster client document collection and organization
- 100%audit trail coverage for workpaper reviews
Document management built for accounting compliance
From tax workpapers to audit evidence, TeamSync organizes, secures, and automates every document your firm handles.
Organized workpapers with complete review trails.
Every workpaper action is logged with blockchain-backed timestamps. Review notes, sign-offs, and version history are captured automatically, giving partners full visibility into engagement progress. Automated retention policies archive completed engagements based on your firm's schedule, keeping active workspaces clean while maintaining compliance with record retention requirements.
What changes when your firm's document workflows run on autopilot.
Accounting firms using TeamSync report measurable improvements across engagement efficiency, quality control, and client service.
Faster Tax Seasons
Automated document collection, classification, and routing mean your team spends less time organizing and more time on billable work during peak periods.
Stronger Quality Control
Every engagement follows the same documented workflow with review checkpoints, sign-off tracking, and complete audit trails that satisfy peer review requirements.
Better Client Experience
Branded document portals and automated status updates replace the back-and-forth emails that frustrate clients and waste your team's time.
Reduced Malpractice Risk
Immutable audit trails, version control, and automated retention policies create the documentation chain that protects your firm in disputes.
Seamless Collaboration
Share workpapers across teams and offices with controlled access. Partners, managers, and staff all see the right documents at the right stage.
Scalable Growth
Add staff, offices, or acquired practices without creating another document silo. One platform governs all engagements under consistent quality standards.
Built for every workflow your accounting firm runs.
TeamSync replaces scattered systems with structured, automated workflows designed for accounting and tax operations.
Tax Return Preparation
Route returns through preparation, review, and partner approval with automated quality checkpoints and filing deadline tracking.
Audit Engagement Management
Organize audit workpapers, evidence, and findings with structured workflows, review trails, and partner sign-off tracking.
Client Onboarding
Automate engagement letters, document collection, and conflict checks with standardized onboarding workflows and e-signature integration.
Advisory Deliverables
Manage consulting and advisory projects with document version control, collaborative editing, and client delivery workflows.
Peer Review Preparation
Keep your firm peer-review-ready with organized engagement files, documented quality controls, and complete review trails.
Record Retention & Disposal
Automate retention schedules by engagement type with policy-driven archival, legal hold support, and compliant disposal workflows.
Tax season used to mean drowning in email attachments and shared drives. TeamSync's automated workflows cut our document collection time by more than half. And the on-premise deployment means client data never touches a third-party server.
Your data never leaves your infrastructure.
TeamSync deploys entirely on your servers, behind your firewall, under your control. No client data leaves your premises. No cloud dependency. No third-party access. Zero-knowledge, quantum-secure encryption means even TeamSync cannot read your documents. For firms with the strictest security requirements, air-gapped deployment eliminates internet connectivity entirely.
- SOC 2
- IRS Publication 4557
- AICPA Standards
- SOX
- GDPR
- State Privacy Laws
On-premise deployment architecture
See TeamSync in your environment.
Schedule a personalized demo tailored to your firm's engagement workflows. See how TeamSync handles your specific accounting and tax operations.