Stop the email ping-pong and shared drive chaos. Rocket Statements' new Team Collaboration feature lets your entire accounting firm work seamlessly on client bank statements—all in one secure platform.
Built for Modern Accounting Teams:
- Role-Based Permissions: Partners review, managers approve, staff process. Set custom access levels for each team member to maintain control while enabling efficiency.
- Centralized Client Hub: Everyone accesses the same up-to-date statements. No more "which version is current?" or duplicate work across your team.
- Parallel Processing: Multiple team members can convert different client statements simultaneously. Process your entire client base in hours, not days.
- Real-Time Status Tracking: See who's working on what. Know instantly which statements are uploaded, converted, or ready for review.
- Secure & Compliant: Bank-level encryption with audit trails for every action. Perfect for firms serving high-compliance clients.
