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.

New in Allign: How To Define Who Is Your Accountant?

Allign as a powerful collaborative tool is always introducing new concepts to remark the collaboration as a key topic to reach business goals.

Allign team this time have thought about how to start integrating pieces from business external parties.

One of these external pieces is that professional in charge of supporting your company to keep all your accounts updated. Your accountant, He is so important that most of the cases is considered as a right hand.

Since this point of view is where Allign works, if the Accountant is so relevant for the business let’s start working closer with him, let’s open the doors to him, let’s him acting proactively in our company process, let’s start sharing documents with him.

The statement is: Work as a team, produce as a team, and win as a team.

For working hand to hand with your Accountant, Allign has created an option in the user menu that allows you to set up and manage your community permissions.

Once you are managing your permissions, you can easily decide who your Accountant is.

Allign gives you the option to choose your Accountant in a very easy manner, it is just a matter of going to User Menu, click in Access and Permissions, then click on Select who is your Accountant and share information with him ,click on Select your accountant, then decide from the list the name of that important professional and you are done!

From here, thanks to Allign, your company and your Accountant are linked and ready to win as a team.

Just keeping open eyes to see what next in Allign.


Automate your processes while delivering great products and services.

We Launch ALLIGN, A New App For Keeping Your Company Organized


After several months of hard work, we are very happy to officially announce the launch of our great software application: Allign.

We built Allign for us, for maintaining our company organized, we are proud with the results and decided to share this software application with all of you.

Why an app for maintaining a company organized?

All companies, big or small, have a lot of documents, a lot of spreadsheets, and a lot of emails. The information is spread throughout the organization, creating confusion, wasting of time, and sometimes problems when it is needed. There are companies that have also software applications, to manage their projects, their staff, their strategy and their finances. The problem here is the same, a lot of places where the information is stored, and there is not a link between them. This means chaos and frustration.

Before creating the application, we do a lot of analysis, and prepare several scenarios to decide where to start. And we found that the most important thing is to create an app to collaborate. Share documents and share information between organizations, in an organized way.

How we started?

We select some foundation data, that we consider important, and start with the administration session, preparing the app for growing in terms of several dashboards, strategy, products, project portfolio, talent, process, procedures and maturity models applying best practices. All components integrated, because a company cannot be organized separated into silos, by department.

We have prepared a road map for growing Allign, and we’ll share with you later. And after now, we frequently prepare a blog post to maintain you informed about the news in the application.


We would like to thank the people who have given us advice on functionality and how to present it, and who has been of valuable help. Thank you! We appreciate a lot your help and hope growing together.

We are open to continually receive advices for anyone who is interested in growing up with us.

You are welcome to running Allign with us!

From now on we will start sharing our news with you. Keep in touch.