Accounting contacts
Import clients from QuickBooks, Xero, or Karbon.
Dropbox export
Push completed request packages to an approved folder.
REST API
List clients and create or list requests with a firm API key.
Webhooks
Receive signed workflow events or relay client notifications through your automation service.
Permissions
Connections and developer credentials are administrative settings. NeuDocs records connection, disconnection, API-key, and webhook configuration events in the audit log.Integration safety
- Grant only the scopes needed for the documented workflow.
- Use a dedicated endpoint or application where possible.
- Rotate credentials after suspected exposure.
- Test with non-sensitive data.
- Treat integration delivery as asynchronous and monitor failures.
- Verify every webhook signature before processing its payload.
- Treat client portal URLs as credentials; never log or expose them publicly.
NeuDocs does not provide native WhatsApp delivery. Firms can relay eligible webhook events through Zapier, Make, n8n, or a custom service using phone numbers held in their own CRM.