Every client document,
right where the work is

Upload files to the job or the client, preview them in a click, and find any
document in seconds — no shared drives, no hunting through email.

Files attached to the job they belong to

Upload documents right on the work item, so the statements, receipts and signed letters live next to the tasks and notes for that engagement — not scattered across folders.

Open any document in a single click

Preview PDFs and files without downloading them — check a receipt or confirm a signature right inside ProCharted, then get back to the work.

Find the right file in seconds

Every file lists its type, size and date added, so you can scan, sort, download or remove what you need without opening a thing.

All of a client's documents in one place

Files uploaded across every job roll up onto the client profile, so the whole team can find any document for that client without asking around.

Keep every document
where you'll find it

Book a 20-minute demo and see how ProCharted keeps
client files organized alongside the work.