INBOXERDirect Sync to Office Cloud
The system fully syncs with the accounting firm's Google Drive, OneDrive or Dropbox account. Every document uploaded by a client is automatically organized and secured in the office cloud, creating a comprehensive archive without human intervention.
Import Clients from Excel
Quick and easy migration to the system! Bulk import of client data from an Excel file. The system handles all processes and automatically creates organized folders for each client.
Complete Security & Data Separation
A personal and encrypted (HTTPS / Encryption at Rest) area for each client. The system ensures complete data separation — so sensitive financial data stays confidential, providing full peace of mind for you and your clients.
No File Storage in the Software
The system does not store client files on its servers but acts as a secure pass-through only. Once a document is processed and synced, the file is transferred directly to the office's organizational cloud and deleted from the system — so full ownership and control remain exclusively with the office.
AI-Powered Client Import
Simply upload an Excel or PDF file containing your client list — the system's AI engine automatically analyzes the structure, identifies the relevant columns, and generates an organized client list in the cloud within seconds. No need to adjust templates or manually map fields — the system adapts to your format.