New in Allign: How to Share Documents With Your Accountant?

As a collaborative tool Allign is coming to integrated third parties to start giving them the choices to be an active member in our company process. Collaborative tools as Allign use to bring illumination.

We already figured out how to integrate the Accountant in Allign. You already have a name, now is time to start moving things.

Your Accountant is well identified, to become Him in a very important key active player, He needs some input to develop his job.

Allign brings the space and the facility to start gaining productivity from The Accountant. This is the time to start sharing documents with your Accountant.

How to do it?

The easy option created for that and is once you are managing your permissions, just going “Select Who is your accountant”, click there, find a table with the document types and decide what document to share.

With a simple click on share you are giving permission to your Accountant to see a document, since here He is empowered to start working with.

Your company and your Accountant are not only linked, now you are sharing. In a few seconds Allign turned the collaboration from off to on.

Just keeping open eyes to see what is coming new in Allign.


Automate your processes while delivering great products and services.

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Jesus Martinez

Jesus Martinez

Jesus Nicolas Martinez Montefusco. Project Manager / ITIL Foundation Certificate in IT Management. Marketing Diploma. Organizational Development Specialist. Formed as Systems Engineer at Universidad Metropolitana Caracas – Venezuela, Linkedin profile