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External collaboration
for accounting professionals

From document requests to filing reviews, TakeTurns simplifies client service

Meet Alexandra. Alex is an accounting professional. She collaborates with parties outside her company (individuals, businesses, and non-profits, etc.) to prepare financial and tax documents. Alex and her team use all sorts of tools to collaborate internally, including accounting software, Microsoft OneDrive, and Excel.

For her collaborations with clients, instead of email, Alex uses TakeTurns.

Alexandra, Tax Accountant

All Alex needs to collaborate efficiently with her clients

Invite people to a secure workspace

Invite your counterparts and your team to a TakeTurns Collaboration. Securely share or request any file or document.

Participants just have to verify their email, it's easy and secure.
Why is it better than email?
✔ Control who has access
✔ Set roles
✔ Share any document or file
✔ Create formal file requests
✔ Invite ghosts (a better bcc:)

Collaborate turn-by-turn

Both parties take turns to review and edit content. Participants are notified when it's their turn.

You always know whose turn it is to work.
Why TakeTurns is better than email?
✔ Structure your collaborations
✔ See content & messages in one place
✔ Recall your turn (it actually works!)
✔ Set deadlines
✔ Chat with all participants

Track all file revisions

Participants upload file revisions to TakeTurns. All versions are automatically tracked.

You know who did what and when.
Why TakeTurns is better than email?
✔ See version history for every file
✔ Preview files before download
✔ Mark versions for review

Learn why accounting professionals are adopting TakeTurns
as their go-to collaboration app

Things you can do with TakeTurns

Share, review & revise financial documents

  • Financial statements
  • Tax filing
  • Financial report
  • Audit report
  • Intercompany agreement

Request financial and tax documents

  • Financial documents
  • Invoices
  • Tax declarations
  • Proof of ID
  • Employee information
  • Bank information

Learn more

Help Center
Learn how to use TakeTurns in our Help Center
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