DocSync reads your Firm360 client task list, compares it against QuickBooks, and shows you exactly what's matched, mismatched, or still missing — then sends personalised reminder emails from your firm's address, one at a time or in bulk. When clients upload files, it auto-checks them against QuickBooks, marks tasks done, and stops the reminders once everything's in.
How it works:
- Pull the client task list from Firm360 and match it against QuickBooks.
- Show what's matched, mismatched, and missing on a single screen.
- Send personalised reminder emails to clients — individually or in bulk.
- When files are uploaded, re-check them and close the items out automatically.
- Keep a full audit trail of every email, sync, and status change.