Register | SERRANO CPA LLC

A secure and intuitive document management system designed for accountants and their clients. Streamline onboarding, questionnaire completion, and file organization with role-based access and easy sharing.

Data types

  • DocumentGroup
  • Question
  • QuestionAnswer
  • DocumentType
  • UploadedDocument
  • AdditionalAccess
  • GroupAssignment
  • AppUser
  • QuestionnaireResponse
  • EngagementLetterTemplate
  • QuestionDocument
  • TaxYear
  • DocumentRequest
  • StandardDocumentType
  • ClientSubmissionStatus
  • Review