Stop asking for the same documents
The client uploads invoices from a mobile device and you can see what is missing without sending a reminder email.
For professionals
The entire portfolio on one screen
Each client is a company with its own calendar, pending documents and internal work. Here you see them all together without ever mixing them up.
FOFusteria Ordino SLQuarterly IGI · calendar year2 deadlinesUrgent
TCTaller Canillo SLUSix-monthly IGINo deadlinesUp to date
AMAssegurances MassanaTax profile requires validation1 deadlineReview
SGServeis Grandvalira SLQuarterly IGINo deadlinesUp to date
Access
Each client has explicitly given you access and can withdraw it at any time.
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What you get
- Client portfolio with due dates sorted by real urgency
- The client grants and withdraws access; the accounting firm cannot grant itself access
- Tasks with assignment, review and documented closure
- Clients never see the accounting firm’s internal notes
- Export your firm’s records without pulling in clients’ accounting data
01 · How it works
The client grants access. Always.
You cannot add yourself to a company or extend your permissions. The business owner enters the ID of your accounting firm and chooses the level of access; withdrawing it is just as immediate.
- 01
The client grants
From the client company’s settings, using your public identifier. Every access grant is recorded in the audit log.
- 02
You work
From your own workspace, with the full portfolio, deadlines sorted by urgency and tasks assigned across your team.
- 03
The client withdraws access
At any time. The client and its projected workload disappear from your workspace immediately.
02 · What do you gain?
Less time chasing documents
Consistent data across clients
The same chart of accounts, the same IGI criteria and the same statements for the entire portfolio.
Deadlines with sources
Each date indicates the issuing authority and version of the rule. If the rule changes, you see it before the customer tells you.
Handovers without drama
When a customer leaves or arrives, data and evidence travel with them in an open format.
Better margin per client
Time spent entering and reconciling data is time you cannot bill at its real value.
Your work is yours
Internal notes, close evidence and team workload are not visible to the client.
03 · Prices
Pricing per managed client
The accounting-firm workspace is free. You pay for each company you manage, with a lower rate from 10 clients.
from €15 to €30 per client per month
- 1 screen
- The entire client portfolio, without changing sessions
- 0 sheets
- Deadline tracking no longer lives in a shared spreadsheet
- Isolated
- Each client can access only the data that belongs to it
Try it with three clients.
Choose three companies from your portfolio and let us migrate them, then decide using real data. If it is not right for you, do not continue.