For accounting firms
Software for accounting firms where every client has their own account: they upload invoices and bank statements from their phone and see what you have received and what is still missing.
Start with your business.
20 minutes, free. If your clients already send their documents on time, we say so on the call.
Secure email login. Each client sees only their own documents, messages and the status of their month.
The client uploads invoices, statements and contracts as a PDF or a photo from their phone. Each file lands with the right client and month, with no forwarding.
The client sees which documents you have received and what you are still waiting for. Your team sees the same for every client on one board.
The system reminds the client by email when something is missing. Viber or text messages are agreed in the scope, once we have checked what is possible.
Each client, their contract, the responsible accountant and the deadlines you enter, in one place. You see what is due this week.
The client’s questions arrive in their account with the responsible accountant, not in someone’s personal inbox.
Your accounting software stays yours. If it allows a connection (API) or an Excel export, we check what can be linked, and only then promise.
We take these on for a monthly fee, so the system keeps working after handover.
The first working day of the month. You open the board and see which clients have uploaded everything for the month and which have not. Those who have not have already had a reminder. Nobody calls to ask about invoices.
Clients send their documents however suits them: by email, in Viber, on paper at the end of the month. Someone on your team gathers them from several places, checks what is missing and calls. Then calls again.
The client, for their part, does not know whether the documents arrived and whether everything is in order, so they call too. Deadlines do not wait, and the time goes into collecting paperwork instead of accounting.
This is not a staff problem. What is missing is one place where the client uploads documents and sees the status, and the accountant sees what is missing. That is what we build.
If you serve few clients and they send their documents on time by email, the system will not pay for itself. A shared folder and a clear rule will do. We say so on the first call.
It makes sense when you serve many companies with monthly paperwork, when your team loses time chasing missing invoices, or when clients often call to ask whether everything has arrived. The system does not replace your accounting software; it gathers the documents and the conversations before they reach it.
A free 20 minutes. You tell us how you collect documents today and where your team’s time goes.
We describe what the client sees, what the team sees and what we connect to. You get the scope and price in writing before we start.
You see a working version early and try it with a few of your clients before it goes to all of them.
We add the clients that are in scope, send the invitations and show your team how to work with the board.
From you: one call, the list of documents you need each month, and feedback on the working version. No homework.
We do not have an accounting firm as a client yet, and we do not claim otherwise. The system is built from parts already running for our clients and for us:
Client build · live · name withheld
Each member logs in to their own account and sees their own content and meetings. Behind it, the CRM controls who can access what. The same sits behind each of your clients’ accounts.
Client build · live · name withheld
In our hospitality systems the customer follows the order on their own page while the team moves it on a board. Your clients will follow their month the same way.
Internal system · in use · not for sale
Leads, deal stages, follow-up dates and company records in one place. The same base keeps your clients and deadlines in order.
Our own site · live
Every enquiry is stored in a database and in a Google Sheet and reaches both founders by email. If the email fails, the system tries again.
The price depends on the scope: only an account for uploads and reminders, or also a CRM with deadlines, messages, several accountants and a link to your software. You receive a written offer with a fixed price for the build and a separate monthly amount for hosting and maintenance.
That is why we do not publish a price list. Before you pay, we confirm the total and any applicable tax in writing.
It depends on the scope. You receive a written offer with a fixed price for the build and a monthly amount for hosting and maintenance, before we start.
Not for an accounting firm. We have built accounts with login and a CRM, status the customer follows on their own, and automatic emails. That is why we first show a working version with your documents, and only then open it to your clients.
We first check what your software allows and only then promise anything. If there is no link, documents are downloaded from the board, sorted by client and month.
Each client sees only their own, access requires login and permissions are set by role. How and where the data is stored is described in writing in the offer, in line with data-protection requirements.
No. The system runs in the browser on a phone, tablet or computer. A document can also be uploaded as a photo from the phone.
Start with a free 20-minute call. If you would rather see the numbers first, the 5-minute check shows where your business loses money, with your own figures.
See also