Centralize documents, automate tax deadlines and offer a personalized portal for your clients. Everything your firm needs in a secure and integrated platform.
Client Portal
Your clients access documents, payment slips and track obligations in real time.
Document Management
Organize and share tax documents securely with version control.
Deadline Automation
Automatic notifications for tax and accounting obligations.
A complete platform to modernize your accounting firm management with security and efficiency.
Branded portal for each client to access documents, payment slips and communications.
Upload, version control and secure sharing of balance sheets, income statements, tax forms and accounting documents.
Contracts, powers of attorney and terms with legally valid digital signatures.
Visual pipeline to track deadlines for tax filings and accounting obligations.
WhatsApp and email integrated for agile and organized communication with your clients.
Full GDPR compliance, granular access control and complete operations audit.
Uptime
GDPR Compliance
In a few steps, completely modernize your accounting firm management.
Centralize data for each company and individual in a specialized accounting CRM. Maintain complete history, documents and communications organized by client.
Organize your Clients
Upload balance sheets, income statements, tax forms and fiscal documents in a secure environment. Share with clients through the portal with access control.
Centralize Documents
Create obligation pipelines with automatic deadlines. Receive due date notifications and maintain full control over your firm's deliveries.
Automate Deliveries
Firms that have already modernized their management share their results.
We drastically reduced time spent sending documents. Now our clients access everything through the portal, and we focus on accounting consulting.
Ricardo Oliveira
Founding Partner - Accounting Firm
Automated deadline control gave us peace of mind. We never miss a tax obligation anymore and our clients notice the difference.
Fernanda Santos
Accountant - Tax Management
The branded client portal was the differentiator. It professionalized our image and greatly improved communication with clients.
Marcelo Costa
Director - Accounting Firm
See how our platform can transform your accounting firm management
In your personalized demonstration
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Simple and fast process
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Information about our accounting platform