Accountants and fiduciaries
The right documents, at the right time, without chasing.
Onboarding, year-end, tax returns: you're always waiting on documents. Give clients a clear list, they see what's missing, reminders go out on their own.
What wastes your time
Missing documents
Each document has its own step: the client sees what's missing, and so do you.
Sensitive files by email
IDs, bank statements: sent on a private page hosted in the EU, rather than as attachments.
Chasing by hand
Automatic reminders before and after the deadline, never on weekends, stopped as soon as it's received.
Accounting onboarding, step by step
The "Accounting onboarding" template is already in the library.
Library template
- 1Your business in a few questions
- 2Your articles of association
- 3ID of the director(s)
- 4Give us access to your online tax account
- 5Your invoices and bank statements for the quarter
- 6Approve the engagement letter
What fiduciaries use most
Approved engagement letter
Agreement recorded with date and version, confirmed by a code received by email.
Encrypted logins
Platform credentials encrypted, revealed only when you need them.
Several contacts
The manager and their in-house bookkeeper follow the same file, each with their own access.
Printable summary
Every document and answer of a file on one page, to keep as a PDF.
Frequently asked questions
Does it suit anti-money-laundering duties?
The app helps you collect documents and keeps track of what was sent and approved. The compliance review stays yours.
Are documents kept forever?
They stay as long as the project exists. You can export a full project or delete a client at any time.
Can I prepare one file per year?
Yes: one project per year-end, from your template. The client finds all their files from the same link.
Ready to stop chasing?
Request pilot access: we'll help you set up your first project.
Request accessFree during the pilot.