Built for the engagements your clients trust you to protect.

Workpapers scattered across network drives. Client documents arriving by email, portal, and paper. Engagement files that need to survive partner transitions. TeamSync gives accounting and tax practices a single, auditable document platform built for the way engagements actually run.

Talk to an accounting solutions engineer · See use cases · Compliance coverage

What accounting and tax teams use TeamSync for.

Workpaper management that survives review.

Every workpaper, every reference document, every sign-off — structured, versioned, and searchable. When the peer reviewer or regulator asks for the file, it is one export, not a reconstruction from shared drives and email attachments. TeamSync anchors every change event in an immutable audit log.

Client document collection that closes on time.

The engagement timeline lives and dies on how fast clients return documents. TeamSync's structured collection workflows track outstanding items per client, send automated reminders, and post received documents directly into the engagement file. The status board replaces the follow-up email chain.

Engagement files that transfer without knowledge loss.

When a partner or manager rotates off an engagement, the entire history — correspondence, decisions, exceptions, prior-year workpapers — travels with the file. No reconstruction, no "ask the person who left." TeamSync makes engagement continuity a property of the platform, not a person.

Tax document workflows that meet deadlines.

Returns, extensions, notices, authority correspondence — all timestamped, all retrievable by client, period, and document type. AI-assisted search means any associate can find the 2021 Schedule K-1 for a specific entity in seconds, not in a folder hierarchy that made sense to whoever built it three years ago.

Compliance and confidentiality by design.

Client financial data is among the most sensitive information any firm holds. TeamSync's permissions model ensures each staff member sees only the clients and engagements they are authorised for — enforced at the document level, audited at every access. SOC 2 Type II, encryption at rest and in transit.

Where TeamSync fits with your practice stack.

TeamSync does not replace your tax preparation software, your time-and-billing system, or your client portal. It sits where those produce documents of record — the workpaper, the return, the engagement letter, the authority notice — and ensures those documents are structured, retained, and retrievable to the standard your clients and your regulators expect.

Compliance, by name.

AICPA standards · PCAOB audit documentation requirements · IRS record retention · State board requirements · SOC 2 Type II · GDPR / CCPA for international engagements.

Talk to us.

30 minutes with a solutions engineer who already knows engagement workflows, workpaper standards, and the document challenges that slow practices down at peak season. Book a call →