A complete document management system built for accounting firms. Folder templates, client uploads, e-signatures, and questionnaires — all connected to your client records.
Five pre-built folder structures for Individual, Corporation, Partnership/LLC, Trust/Estate, and Non-Profit clients. 110+ folder items across templates. Apply a template to instantly organize a new client's document structure.
Request specific documents from clients through the portal. Seven pre-built questionnaires: intake, 1040 organizer, entity selection, year-end, business tax, payroll, and rental property. Clients respond directly in the portal.
Send engagement letters, consent forms, and other documents for electronic signature. Track signature status in real-time. Completed documents are automatically filed in the client's folder.
All documents stored securely on AWS S3 with encryption at rest. No file size surprises — storage allocation per plan tier. Reliable, fast access from anywhere.
Documents aren't siloed — they're connected to clients, engagements, tasks, and invoices. When a preparer finishes a return, the associated documents are already in the right client folder. When a client uploads a W-2, it lands in the correct tax year folder. The document system is integrated into the full workflow, not bolted on as an afterthought.
Every tax season, firms waste hours chasing missing documents, re-organizing files, and manually filing signed engagement letters. PracticeWings eliminates that friction by connecting document management directly to your client workflows. The right documents end up in the right place, automatically.
See how integrated document management saves your team hours every week.
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