Duvtail provides secure file transfer, storage, client collaboration, PBC lists, and client request management for accounting firms to increase productivity and realization on engagements with client request lists, agendas, and client messaging.
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United States
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Geeta Vemuri
4807 Pin ●●●●●●●●● Apt 7301
Ho●●on , Texas, 77081
United States
View this contact
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Duvtail · Secure client request management without email | duvtail.com Reviews
https://duvtail.com
Duvtail provides secure file transfer, storage, client collaboration, PBC lists, and client request management for accounting firms to increase productivity and realization on engagements with client request lists, agendas, and client messaging.
duvtail.com
About Duvtail
https://duvtail.com/about
When CPA's and techies collide. Duvtail understands public accounting pains and needs intimately. Our team has diverse industry experience from Big Four public accounting. We turn complex problems into clean and simple solutions to better serve your clients. We have witnessed firsthand engagement fees being cut in half, and competition forcing firms to merge and acquire. We have seen firms lose million dollar engagements due to poor management of client information. 310 S Harrington St. Raleigh, NC 27601.
Duvtail Product Features
https://duvtail.com/features
Interlock with your team and clients. Tie your workflow together. Everyone knows what's provided, outstanding, discussed, and who's responsibile. Gain visibility into progress and delays. Free up time to focus on quality and value. Make your service painless for clients. Conversations, requests, and documents organized for efficiency. Eliminate duplication and miscommunication with collaborative real-time request lists. Track assignments, due dates, and status. Deliver a better client experience.
Duvtail Security
https://duvtail.com/security
Secured from the very first line of code. AES-256 encryption in transit and at rest. SSAE 16 audited data centers. Security of the information you put into Duvtail is most important to us. Duvtail uses physical, procedural, and technical safeguards to preserve the integrity and security of your information. For example, among other practices we:. Encrypt all data in transit and at rest,. Regularly back up your data to help prevent data loss and aid in data recovery,. When you enter information into Duvta...
Duvtail Security
https://duvtail.com/private
Get setup with a custom on-premise private cloud deployment. Advanced onboarding and IT training. Private cloud on-premise installation. Custom branding and domain. Customized color scheme and white label options. Deploy Duvtail behind your corporate firewalls and control your cloud solutions. Contact us for more information. 310 S Harrington St. Raleigh, NC 27601.
Duvtail Blog
https://duvtail.com/blog
Pro Tip: Breaking Down Hierarchies. September 27, 2015. We all know the typical audit engagement hierarchy. The in-charge auditor is the point of contact ('POC') for the firm and the controller is the POC for the client. So what's the problem with that? 2 specific problems come to mind:. 1 Staff forwarding requests to the in-charge who forwards to the controller who forwards to their staff responsible for that area.it's even painful to write that out! How do we solve this? With a dynamic request list ass...
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Duvtail · Secure client request management without email
Secure client request management without email. Modern file sharing and storage built by CPA's for CPA's. Increase realization with Duvtail, the new standard for public accounting engagement management. Duvtail elevates collaboration, productivity, and client service for agile engagement teams. From intuitive real-time PBC lists to collaborative agendas to client messaging, modern solutions for public accounting firms are here. Every hour saved on one engagement, is a collectible hour on another.
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