Endless document follow-ups
Teams repeatedly ask clients for the same records with no shared view of what has arrived.
One organised home for every client record
Find the file you need— digital or physical
Papilio keeps service attachments, client document requests and your firm-wide document vault connected to the work. It can even tell you which shelf holds an original paper file.
Built for CA firms
Fast team onboarding
Secure cloud access
Papilio Workspace
Live
Requested documents
Acme Industries · Statutory Audit
Bank statements
Uploaded by client
Fixed asset register
Reminder sent
Original partnership deed
HQ › Cupboard A › Shelf 3
What you can do
Everything connected to the work
Practical tools that reflect how professional-service teams deliver, review and improve client work—without adding another disconnected system.
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Client document requests
Request files through a focused client link and keep submissions attached to the relevant service.
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Service-level attachments
Store working papers and evidence where the team is already completing the engagement.
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Central document vault
Access authorised files across services, organised by client, service and category.
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Search, tags and metadata
Find records using filenames, tags, uploader, date, client and other useful context.
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Task-linked files
Connect a file to the exact task it supports, including links from Google Drive or OneDrive.
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Physical file locations
Track paper documents through a flexible office, cupboard, shelf and box hierarchy.
How it works
A simple operating rhythm your team can follow
Start with the way your firm already works. Papilio makes it repeatable, visible and easier to improve.
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STEP 1
Request or upload
Collect documents from clients or add files directly to the relevant service.
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STEP 2
Organise in context
Associate each record with its client, engagement, task, tags and access level.
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STEP 3
Retrieve in seconds
Search the vault or physical-file register and go straight to the record you need.
The business impact
A calmer practice and a more consistent client experience
See how this fits your firm →Faster client turnaround
Teams see what is missing and act without duplicating requests.
Cleaner reviews
Evidence stays linked to the task and service where it is used.
Less operational risk
Records remain discoverable even when responsibilities change.
Can clients upload documents without using the full application? +
Papilio supports focused file-request links so clients can provide requested records without navigating your internal workspace.
Are service files visible in one central place? +
Yes. Authorised users can access files across services through Papilio's central document vault.
Can files be linked to individual tasks? +
Yes. Attachments and supported cloud-storage links can be associated with the relevant task for review context.
Does Papilio track paper files? +
Yes. The physical-file register stores the document, client, optional service, reference, tags and exact location path.