Doc Drawer
SmallAccounting · Accountant, clients
Financial document archive: POAs, signatory circulars, contracts, expiry alerts.
Built in this build
- Per-client document archive
- Document types with validity dates
- Client document upload
- Document type setup
- Access control
- Type and date extraction from document photos
- Missing/expired document summary
Vision (needs external services)
- Expiry alert rules
- Pre-expiry alerts
- Document upload
- Email alerts
The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.
Customer features
- Per-client document archive
- Document types with validity dates
- Client document upload
Admin modules
- Document type setup
- Expiry alert rules
- Access control
AI capabilities
- Type and date extraction from document photos
Automations
- Pre-expiry alerts
Analytics & reports
- Missing/expired document summary
Integrations
- Document upload
- Email alerts
Mobile
- Mobile document capture
Roles & permissions
- Accountant
- Client
Accounting →
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