For accounting firms

All your accounting firm's companies,
one desk.

Run dozens of customers without chasing paperwork. Each company works in its own space and you see everything in real time: invoices, expenses, taxes and requests.

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The portal

Built to run many companies.

Multi-company portal

All your companies in one panel: statuses, pending items and access at a glance, with no switching accounts.

Real-time connection

Your customers' invoices and documents show up on their own. No more asking for the quarter's folder.

Requests

Request documentation or resolve queries with follow-up, all logged per company.

Digitisation per customer

Your customers photograph their receipts and the data arrives to you already extracted, ready to validate.

Team and permissions

Firm staff with access by area: each person sees only what they need.

Chat with each customer

Talk to each customer right next to their data, without jumping between tools.

Email

Email built into each company's record: what they send you can be saved to Documents, sent off for digitisation, or filed in the customer's folder without leaving your inbox.

How it works

Up and running in an afternoon.

1. Crea tu cuenta de gestoría

Un despacho, un acceso. Configura tu equipo y tus áreas.

2. Vincula a tus clientes

Invita a tus empresas o créalas tú; cada una con su espacio.

3. Trabaja en su espacio

Entra en cualquier cliente y trabaja con sus datos en vivo.

Your firm, connected to its customers.