A3DOC Client Tools

A3DOC Client Tools is a software product by Wolters Kluwer, designed to help accountants, advisors and other financial professionals streamline their workflows and improve client collaboration.

• With A3DOC Client Tools, users can securely store and access client documents, including tax returns, financial statements and other sensitive information.
• Additionally, the software offers tools to help manage workloads and deadlines, including a customizable dashboard, task management and automated reminders.
• A3DOC Client Tools also includes collaboration features, such as shared messaging and file sharing capabilities, enabling users to communicate and work together with clients more effectively.
• The software is also equipped with strong security features to protect sensitive information, including secure data centers and encryption technology.
• A3DOC Client Tools is available as a cloud-based solution, accessible from anywhere with an internet connection, and can be used on desktop or mobile devices.

A3DOC Client Tools offers a comprehensive solution for financial professionals looking to improve document management, workflow optimization and client collaboration.