Built for Tax & Advisory. Standardize your folder structures by Engagement Year, enforce retention on filed returns, and audit every access—without leaving Drive.
Connect your Google Drive securely. Import existing client documents directly into structured engagements.
We engineered a True Non-Custodial architecture. Pockett secures your workflows without ever holding the keys to your client data.
Your files actually stay in Your Google Drive. We simply manage the metadata via the official API. We never download or store your content.
If you cancel, your files remain in your Drive, safe and organized. You retain full ownership of your folder structure. Zero migration required.
Strengthen security with mandatory Access Logs and Data Disposal workflows. Generic Drive lacks the audit trails needed for compliance.
Scale breaks manual processes. Without enforcement mechanisms, your firm faces training bottlenecks and silent compliance risks.
Drive allows anyone to create or move folders anywhere. There are no guardrails to prevent a structured client index from becoming a nested mess.
New hires must memorize complex naming conventions. One slip-up creates 'rogue files' that are impossible to find during an audit.
Manual permissions don't expire. Client data often remains accessible to former staff or old partners simply because no one clicked 'Remove Access'.