Document capture

When capture can't tell whose file it isNew

Captured files that don't sit under a mapped client folder wait in Client Uploads until someone says who they belong to.

Set up the capture agentUpdated

Install the listener on the machine where your documents land, pair it to your firm, and point it at a folder.

Client folders and subfolder rulesUpdated

Teach the agent which folder belongs to which client, and what each subfolder means.

Capturing an organizer print run

Open a listen window, print organizers from your tax software, and have them arrive split by client.