Streamlining Document Submission for Accounting: A Guide for Confidentum Clients

Efficient document submission is crucial for smooth accounting operations. At Confidentum, we’ve implemented several methods to make this process as seamless as possible. Here’s a comprehensive guide on how to submit your invoices and documents effectively.

1. Dedicated Email for Document Submission

For submitting invoices and documents, use our dedicated email. This email is automated and documents sent here are automatically uploaded to our accounting system.

2. Project Management System

You can also upload documents to our project management system. This can be done via monthly document request links send in email or through permanent access to client portal, ensuring that your documents are always accessible and organized.

3. Whatsapp

For easy receipt submissions, use the Whatsapp. Just take a picture of a receipt and send to Whatsapp number which will automatically upload receipt to accounting system.

By utilizing these options, you can ensure that your documents are submitted efficiently and processed promptly. If you’d like to use any of these options or need further assistance, please let us know. We’re here to help make your document submission process as smooth as possible.