Every document your firm touches, in one connected place.
Documents brings every file, however it arrives, by email, upload, integration, or portal, into one system, so partners, staff, and clients can find what they need without digging through drives and inboxes.
Why Denari Documents?
Files that live in email, drives, and disconnected portals are files nobody can actually find. Every file your firm touches instead lives in the same data warehouse behind Documents, Papers, and Portals, so a file uploaded once is accessible everywhere it's needed. Classification, organization, and sharing stay in sync automatically across the firm.
Every file lands where it belongs.
Firm-set rules classify and file incoming documents automatically. Anything that doesn't match a rule is filed by hand. Firm-controlled organization keeps everything consistent no matter who uploaded the file.
Every file, ready to work with.
Store every document securely, preview it instantly, and edit it in place, without downloading a copy, losing track of the latest version, or switching to another program.
Print and pull straight from tax software.
A dedicated print driver captures documents straight from the programs your firm already prints from, and a tax software integration keeps those files connected to the return they belong to.
Two-way sharing, without the email chain.
Share files with clients and receive what they send back in the same place. PBC and client request lists track exactly what's still outstanding, so nobody has to ask twice.
What changes for your firm
Stop hunting for files
Every file lives in Documents instead of spread across email, drives, and folders, so nobody loses an afternoon looking for one document.
A simple front door for clients
Clients get a simple, clear way to send and retrieve files, instead of guessing which inbox or portal to use.
Every file becomes an answer
Once a file lives in Documents, Denari Answers can search it and cite it, so the work you've already filed keeps paying off.
“Working with this team has been an exceptional experience because they prioritize building strong, lasting relationships grounded in trust and mutual respect. Their collaborative approach ensures everyone’s perspective is valued, leading to thoughtful solutions and better outcomes. Communication is always clear, proactive, and consistent, which makes projects run smoothly and efficiently.”
Steve DarrowPartner
Share files without the back-and-forth.
Clients share and request files with your firm through Documents and Papers, from a unified client portal, with the same sign-on across tax, billing, and wealth management.
Everything Documents does.
From the moment a file arrives to the moment a client can see it, it all lives in Documents.
- Rule-based ingestion
- Auto-classification & automated foldering
- Secure document storage
- Previews & in-place editing
- Firm-controlled document organization
- Print driver integration
- Tax software integration
- Two-way document sharing
- PBC & client request lists
- Client portal for Documents & Papers
- SOC 2 Type II audited
- ISO 42001 (targeted Oct 2026)
- IRC §7216 & §6713 compliant
- Encrypted at rest & in transit (DSSE)
- ISO 27001 (targeted Oct 2026)
- US-only data residency
- WISP aligned to IRS, FTC, GLBA
- Client data never used to train AI
Ready to learn more?
See Documents in action. Book an intro to see intake, organization, and client sharing working together.