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    Documents your clients actually open

    Replace dense PDFs with short video walkthroughs. Track every open, follow up at the right time, and stop chasing signatures.

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    LQ2 2026 Financial Review
    livedocument.com/d/solstice-q2-financial-review
    q2-2026-financial-review
    Q2 2026 Financial Review — cover page in the LiveDocument viewer
    The client's accountant recording a video walkthrough of the quarterly financial review

    From sent and forgotten to seen and signed

    The pain points behind every accounting workflow — solved.

    Clients don't read the report

    Add a 60-second video walkthrough on the first page so they actually understand the numbers before calling you.

    Endless follow-ups

    Get notified the moment a client opens your document. Reach out with perfect timing.

    No idea who's engaged

    See exactly which pages got attention — and which were skipped.

    Engagement letters in limbo

    Require an email before viewing, then track when proposals and engagement letters are read end-to-end.

    Sensitive data, handled

    Document-level access controls keep client data safe.

    Turn every document into a conversation

    Join accountants who close engagements faster with LiveDocument.

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