C9 Drive Beacon

Product Description

C9 Drive Beacon is a secure, streamlined file-sharing portal designed specifically for tax preparers, accountants, and their clients. It works natively inside GoogleWorkspace.

It allows clients to easily route and upload tax documents directly into designated Google Drive folders without requiring broad Drive access. Meanwhile, preparers can subscribe to client folders and receive automated daily email digests summarizing all new file uploads, keeping their workflow organized and efficient.

Key Features

Role-Based Interface: A single Add-on that provides a dedicated Client upload portal and a Preparer monitoring dashboard.
Precision File Routing: Uploaded files bypass the root drive and are routed instantly to specific, designated client folders.
Click-to-Subscribe: Preparers can monitor folders simply by clicking them in the native Google Drive UI.
Automated Email Digests: Get visually grouped daily summaries of all inbound client files, organized by folder name.
Minimal Permissions: Built with strict privacy in mind, Drive Agent only requests access to files explicitly uploaded through the app itself, keeping your wider Google Drive completely private and secure.