Client portal for tax advisory firms
Receipts arrive in order, instead of being scattered across email, WhatsApp and piles of paper. Built individually for your firm.
Base
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Clients
No app
A personal link. No password.
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Clients
Photo or PDF
One receipt, or several files at once.
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Clients
The right month
Every receipt belongs to a period.
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Firm
One list
Search and status, instead of email and paper.
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Firm
Review a receipt
Date, direction and status at a glance.
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Firm
The client file
Master data and every month on one page.
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Firm
Export
ZIP, CSV, BMD or RZL.
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Firm
The team
A role and assigned clients.
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Firm
The log
Every change stays traceable.
Encrypted transfer, hosting in the EU, set up with the GDPR in mind. Each firm receives its own portal.
