Documents Hub – Secure Document Management

Secure document management for accounting practices. Upload, organize, share, and e-sign documents with clients using OCTA Flow's encrypted document hub.

Documents, organized and secure

• Upload and organize client documents in an encrypted hub
• Share files securely with clients without insecure email attachments
• Request and collect missing documents with automated reminders
• E-sign engagement letters and forms with a full audit trail

Stop chasing clients for paperwork over email. Documents Hub centralizes every file, keeps it encrypted, and automates the back-and-forth of collecting what you need.