Centralized Storage
Easily upload, download, and manage client files.
DocumentManagementforAccountants
Make it easy to store, find, and manage documents while you work—helping your team move faster and make fewer mistakes.
Client Visibility 
Deadline Control 
Workflow Automation 
Built for accounting firms
Essential Document Control for Accounting Professionals
Document management might not sound like the most critical task, but inefficient practices can significantly slow down your operations, placing a heavy burden on your team and clients. More critically, secure handling of confidential financial documents is non-negotiable for any responsible accounting practice.
Control
Reduce document chaos
Stop chasing files across inboxes, folders, and disconnected tools.
Speed
Move work forward faster
Give your team quick access to the right files at the moment they need them.
Trust
Protect sensitive records
Handle confidential client and financial documents with the structure your firm needs.
Secure by default
Keep sensitive client files organized, accessible, and protected in one place.
Ready for teams
Give your staff and clients a clearer, faster way to share and find what they need.
How Can Cloud Axis Help Optimize Your Document Control?
TPS Cloud Axis transforms this aspect of your practice, integrating seamless document storage, access, and management directly into your daily workflows, enhancing both the speed and precision of your firm's operations.
Document operations
One workspace for firm files, client requests, and daily delivery
Document handling works best when it disappears into the workflow. Cloud Axis keeps storage, sharing, and retrieval close to the work your team is already doing.
Storage that supports the workflow
Attach the right files to the right client work instead of maintaining disconnected archives.
Cleaner client collaboration
Make it easier for clients to send what you need and retrieve what you’ve already shared.
Less internal friction
Keep teams aligned with file access and sharing that feels like part of the process, not a separate job.
Simplified Interactions
Your clients can effortlessly upload and access documents.
Boost Efficiency
Easy sharing of files and folders within your firm and with clients.
FAQ
Document Management FAQs
Clear answers for firms evaluating how document storage, access, and collaboration should fit into a modern accounting workflow.
Document management software for accountants is designed to handle the unique needs of the accounting sector, providing tools to manage, store, and secure essential files and documents efficiently.
TPS Cloud Axis is tailored for accounting firms, incorporating features that automate repetitive tasks, manage deadlines effectively, and track project progress in real-time. This specificity ensures that accounting firms can focus on high-value activities without getting bogged down by administrative overhead.
Yes, TPS Cloud Axis integrates seamlessly with essential tools for accountants, such as:
- Microsoft 365 Outlook: Manage emails and calendars directly within the platform to ensure no details are missed.
- QuickBooks Online: Sync seamlessly to centralize financial operations and reduce manual data entry.
- Payment Gateways: Supports integration with Stripe, PayPal, PayClix, Clover Connect, and CPA Charge for smooth and secure financial transactions.
- Document Management: Utilize DocuSign and Adobe for e-signature and document handling, enhancing your firm’s efficiency and security.
- Data Analysis: Incorporate Microsoft Power BI for sophisticated data visualization and actionable insights.
These integrations are updated and expanded regularly to incorporate the latest technological advancements and meet evolving user needs.
TPS Cloud Axis is specifically designed for accounting workflows, with features like automated task management, deadline tracking, and customizable task templates. These capabilities ensure that it meets the unique needs of accounting firms looking to improve efficiency and team coordination.
TPS Cloud Axis centralizes communications and tasks in one platform, ensuring all team members have access to the latest updates and project statuses. This transparency improves collaboration and helps prevent tasks from falling through the cracks.
Absolutely, TPS Cloud Axis provides customizable workflow templates that can be tailored to the specific requirements of your firm. This flexibility allows firms to adapt the software to their unique operational needs and client handling processes.
Yes, the newly added capacity planning feature in TPS Cloud Axis allows firms to visualize team workload and effectively allocate resources. This tool is instrumental in ensuring balanced task distribution and preventing staff burnout by managing team capacity efficiently.
Before You Choose a Plan
Most firms start with a walkthrough to ask questions and confirm fit
— then choose a plan with confidence.
Entrepreneur
Simple Time and Billing
$18 USD/Month x user
Essential Time and Billing Tools to Keep You Moving.
Reliable and User-Friendly: Perfect for small teams and freelancers. This tier offers all the time and billing features you need.
What You’ll Get
Full Time & Billing- Time, WIP, AR, & History
- Mark Up/Down
- Billing Options
- Client Inquiry Access
- Detailed Reports
- Payments and Adjustments
- Batch Invoicing
- Multi-channel Support
- Comprehensive Guides and Tutorials
TPS does not charge an onboarding fee. Data conversion is billed separately, if required.
Pro
For Growing Firms
$25 USD/Month x user
All-in-One Workflow and Client Management for Growing Firms
Everything in Entrepreneur—plus workflow automation, mass client communication, task management, and a built-in CRM.
What You’ll Get
Everything in Entrepreneur
- Full Practice Management
- Firm Calendar & Scheduling
- Employee Calendar & Scheduling
- Client Workflow Management
- Mass Client Communication
- Client Historical Log
- Workflow Alerts
- Workflow Reporting
- Bi-directional Email
- Multi-channel Support
- Employee Task Management
TPS does not charge an onboarding fee. Data conversion is billed separately, if required.
Ultimate
Most Popular
$34 USD/Month x user
Seamless Integrations and Advanced Features to Work Smarter
Advanced tools like email sync, e-signatures, QBO integration, and multi-office support.
What You’ll Get
Everything in Entrepreneur and Pro
- Multiple Office & Consolidation
- Bi-directional Outlook Email
- Outbound Gmail
- QBO bi-directional synchronization
- Secure Client Messaging
- Secure Client Portal
- Comprehensive Integrations
- Secure TPS E-Signature
Integrations require a valid license for each connected product.
QuickBooks Online (QBO) implementation is $350 USD and includes the first 2 hours. Additional time is billed at $150 USD per hour.