Share statements and confidential documents
Accounting teams work with different recipients: colleagues, tax advisers and auditors each need specific documents. The right collection of files needs to reach the intended recipients. Not every document belongs in the same transfer.
With Qiata, you can make invoices and other files available centrally and send an access link. You can also share complete folder structures. Recipients, expiry dates and available protection options tailor access to each accounting task. Transfer activity helps you trace how documents were shared.
Work with tax advisers and auditors
Ongoing coordination often requires several files over an extended period. TeamTransfer provides a shared project space for this purpose. Internal and external participants receive access according to their assigned permissions and can organise documents in one agreed location.
For a one-off handover of a specific collection, use a targeted transfer. You decide which documents belong to the task and who should receive them. This lets you choose between ongoing collaboration and individual handovers to suit the work.
Request missing documents
Still missing files for a statement or an audit? An invitation lets other people provide the required documents through Qiata. Incoming files follow a defined route, complementing your outgoing document sharing.
Your team can build a simple workflow around this: specify the required documents, send an invitation and assign incoming files to the relevant task. Qiata handles file sharing; reviewing and processing the documents remain part of your established accounting processes.
Control access according to internal policies
Recipients, expiry dates and available protection options can be tailored to each handover. IT can manage users, groups and transfer policies centrally. The options your team can use depend on the configuration and assigned permissions.
Transfer activity helps you trace a particular handover. A typical document package from your accounting team is therefore a useful starting point for a demo: from assembling documents and choosing recipients to deciding how missing files should be returned.
Explore the relevant features
Discover your file sharing options in detail.
Set access conditionsMore about security and control
