Accountants and bookkeepers
Your clients do their own invoices. You see everything live.
Free access to every client's file, documents sent to your firm on a fixed schedule, and missing paperwork you request with a deadline. As a partner, you're invoiced 25% less on everything your clients use.
Twenty clients, twenty logins.
All your client files in one place
In the client management portal you see all your client files. You get free access to every client's file and see live what has been invoiced and spent.
My clients ask which software they should use.
As a partner, you earn for as long as your client stays
Your clients sit in your own environment. You invoice them for the subscription, we invoice you 25% less, on everything they use and for as long as they stay. You're a partner from 5 clients, and your own licence is free. Work out your margin on the partner page.
Chasing missing paperwork by email every quarter.
Request what is missing, with a deadline
With a request you ask your client for the documents you need, with a deadline. Your client replies per item with an upload, or lets you know they don't have it. Three days before the deadline they get a reminder automatically, and you see what has already come in.
Every client sends their paperwork a different way.
Documents come in automatically
Your client's documents are sent to your firm's inbox on a fixed schedule. If your client wants to check them first, your accounting software only picks up what they approve. This works with Exact Online, Octopus, ClearFacts, Wings, Sage, Expert/M, Adsolut, Billtobox and more; Yuki and WinBooks are coming soon.
A shoebox full of receipts on my desk.
Receipts come in as photos
Your client takes a photo of a receipt with the app, and the AI scanner reads the supplier, amounts and VAT. It appears straight away in their expenses.
A PDF, and then retyping everything.
Peppol is included for every client
Sending and receiving via Peppol is included in every plan, at no extra cost: we take care of the connection and the Peppol address. Purchase invoices arrive as structured data, not as a PDF. A send and receive log keeps track of what was sent and received.
How is that client doing? Waiting for their figures.
You see what is paid and what is outstanding
In the file you see what your client has invoiced, what has been paid and what is still outstanding. If your client connects their bank, payments are matched automatically.
A booked invoice that still needs to change.
Changes go through a request
If a document that has already been sent to the accounting software still needs to be changed, your client asks for it with a change request. You approve or reject it.
My client can't find the annual accounts I emailed last year.
Share documents in the client's file
You add annual accounts, tax returns or tax assessments to your client's documents yourself. They always find them in the same place, next to the contracts and insurance policies they share with you.
Less back-and-forth with your clients?
Become a partner from 5 clients, or request a demo of the accountant environment.