The app stores logins and sensitive information securely without a subscription. It encrypts documents for logins, contact details, financial information, licenses, and files, accessible only by the user.
Users can access documents through company-specific folders with permission-based access. Share folders within the organization to collaborate. View and edit files in real time with encryption and synchronization across devices.
Access data offline and sync when online. View and update records, manage events and tasks, and access documents from content libraries. Support custom objects and Visualforce pages.
Manage tax documents securely by uploading, organizing, and accessing files. Create folders, track requests, and review submissions. Access articles, blog posts, and videos for tax guidance.
