File sharing and 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.

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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

See the big picture

At any time, anyone can see a complete timeline of the entire collaboration

Why TakeTurns is better than email?

✔ See everything that happened
✔ Bring anyone up to speed quickly
✔ Follow activity of team members

Archive in one click

When you're done, wrap-up to archive your content for all participants

Why TakeTurns is better than email?

✔ Formal close of a collaboration
✔ Automated archive
✔ Comply with record retention rules
✔ Comply with privacy regulations

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

The return of asynchronous collaboration

Asynchronous work is back! In this post we discuss why many professionals are rethinking the real-time/synchronous collaboration, or work.

How a consignment business uses TakeTurns for accounts payable

See how TakeTurns helps a consignment business manage vendor reconciliations and track payables. The consignment business loves that TakeTurns can display all their AP collaborations on a single screen to see the status of each reconciliation at a glance.

How a Wholesale Distributor Uses TakeTurns for Accounts Receivables

See how TakeTurns helps maintain continuity and streamlines the accounts receivable process for a wholesale distributor. The distributor loves how TakeTurns helps keep everyone on the same page, improving the productivity of their AR team while delivering better customer service to their retail customers.

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

Get started today

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