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
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.
The modules involved
- Accounting — Double-entry bookkeeping with a complete history, 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.
Recorded mandate, role-based permissions and a history of every grant or revocation.
Validate this case with real clients
Invite your accounting firm to review it before you decide.