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Accountants and bookkeepers use Silo to automatically collect and review documents and invoices they need from clients.
Silo has been built to provide you with a powerful document and client portal without needing to hire a developer. No need to chase clients for documents anymore.
Gather files, statements and tax documents from clients to prepare for annual reports.
Use Silo to welcome new clients and receive the initial information you need before you start working with them
Help clients register their business in no time with a smart checklist to walk them through the process.
Shorten due diligence processing times by streamlining document collection workflows.
Build your automated document collection portal so your clients know exactly where to go to submit invoices, receipts and tax documents.
You can communicate securely with clients from your admin interface and schedule automated follow-ups via email or SMS.
Handle each client submission with a few clicks from your admin interface. The information you collect is always sorted to help you focus on what matters. Your team can also discuss what are the next steps and tag each others in private conversations.
Export the data, messages, signatures, and files you collect to your other apps or automatically synchronize Clustdoc with your Cloud storage solution.
Collect, review, approve and organize client paperwork in one secure place. You can get started within minutes using our ready-to-use templates.
We're quite happy since using it and even our Clients too loving silo. The client onboarding is quite simple and easy. Plus they're providing the Digital Signature feature as well.
Silo is one of the best investment I have made. This document service has a long term value given the global remote working trend and it's a huge time saver & productivity tool.
Silo is am essential tool for anyone that want to improve any kind of process. We use it mainly for onboarding and to automate this process. If you have a business, you need this!
Simplify your document workflows, delight your customers.
For individuals getting started
For teams that need to manage work across initiatives
For organizations with high throughput need detailed access and controls