07 · By task
How to work with your accounting firm
The usual relationship between a company and its accounting firm is a cycle of emailing documents and waiting. Both sides can work better without giving up control.
- Grant accessUse the firm's public identifier in settings and choose the appropriate access level.AndCompta does it
- Work on the same dataThere are no copies or competing versions: you both see the same books.AndCompta does it
- The firm reviews and closesIt works in its own space, with internal work kept separate from yours.AndCompta does it
- Revoke access whenever you wantAccess ends immediately, while you remain the owner of your data.AndCompta does it
01
As is usually done
Every month, PDFs and spreadsheets are emailed to the accounting firm, retyped into its software, and the version on your computer stops matching the firm's version.
With AndCompta
There is one set of books. The firm enters with the permission you granted, works there, and you see the result without having to request it.
One nuance: We are not your accounting firm and we do not keep the books for you. We give you and your firm a shared, controlled data set.
02
The modules involved
- Accounting — Immutable double-entry bookkeeping, manual journal entries, period locks and financial statements.
- Tax — An entity-specific calendar, IGI registers and figures prepared for Form 900.
- Expenses — Supplier-invoice capture with OCR, quarantine and human review.
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.
Test it with your own case.
Invite your accounting firm to review it before you decide.