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.