For Accountants
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.
Bank-grade security
Save 5+ hrs / week
Built for advisors
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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