Secure document storage and sharing automation

Purpose

1.1. Enable accountants to securely store, organize, and share sensitive financial documents with clients, team members, and auditors in compliance with industry regulations.
1.2. Automate upload, classification, access management, version control, and retrieval processes for efficiency and auditability.
1.3. Facilitate seamless document review, signature collection, and real-time notifications for all document activities.
1.4. Ensure encrypted sharing and controlled distribution to internal and authorized external stakeholders.
1.5. Provide evidence trails for compliance and reduce risks of data breaches or unauthorized access.

Trigger Conditions

2.1. New document upload by accountant or client.
2.2. Document approval or review requested.
2.3. Scheduled compliance audits or internal reviews.
2.4. Signature collection or expiration deadlines.
2.5. Changes in access permissions or revocation requests.
2.6. Client onboarding or offboarding events.

Platform Variants

3.1. Google Drive
• API: Files.create, Permissions.create – Automate secure folder creation and permission assignment for clients.
3.2. Dropbox Business
• API: sharing/create_shared_link_with_settings – Share documents with password protection and expiration.
3.3. Microsoft OneDrive for Business
• API: /drive/items/{item-id}/invite – Automate sending secure invites for document access to specific users.
3.4. Box
• API: /folders/{folder_id}/collaborations – Automate collaboration and control folder-level permissions.
3.5. Egnyte
• API: /fs-content/store – Automate secure uploads with audit trail logging.
3.6. DocuSign
• API: Envelopes:create – Request and track document signatures with audit logs.
3.7. Adobe Sign
• REST API: POST /agreements – Route documents for e-signature and automate signed-copy distribution.
3.8. ShareFile (Citrix)
• API: CreateFolder, AddItem – Automate secure folder structure and encrypted file storage.
3.9. Amazon S3
• API: PutObject, PutBucketAcl – Enable secure, compliance-ready storage with access controls.
3.10. Azure Blob Storage
• API: Put Blob, Set Blob Access Policy – Automate blob creation and timed-access permissions.
3.11. Tresorit
• API: Files.uploadFile, Folders.share – Automate end-to-end encrypted sharing with specific clients.
3.12. Zoho WorkDrive
• API: AddFile, AddExternalUsers – Automate document upload and controlled guest access.
3.13. M-Files
• API: VaultObjectFileOperations – Automate categorizing and versioning accounting documents.
3.14. SecureDocs
• API: CreateDataRoom, UploadFile – Automate secure deal room setup and document upload.
3.15. Slack
• API: files.upload, conversations.invite – Secure sharing and notification of document activity within channels.
3.16. Notion
• API: pages.create, share – Automate attachment and sharing of financial docs with restricted access.
3.17. HelloSign
• API: signature_request/send – Automate secure signature collection for financial agreements.
3.18. PandaDoc
• API: documents/send, documents/share – Send, track, and control access to sensitive accounting files.
3.19. eFileCabinet
• API: UploadDocument, AssignPermission – Categorize and automate permission assignment per document.
3.20. Salesforce Files
• API: /connect/files/ – Automate document storage and restrict access via Salesforce permissions.

Benefits

4.1. Guarantees secure and compliant handling of sensitive financial documents.
4.2. Reduces manual errors in file management and access assignment.
4.3. Streamlines document sharing and approval workflows with automatic triggers.
4.4. Provides transparent audit trails to meet regulatory requirements.
4.5. Saves time and boosts efficiency in recurring document management tasks.
4.6. Minimizes risks of unauthorized document access with automated permission control.
4.7. Ensures all document interactions are encrypted and logged for accountability.