Accountant ↔ client
Easy document exchange with your accountant.
One shared desk for the firm and the client: monthly checklist, requests and comments. You see what is in, what is missing and who opened it.
It does not replace your accounting software and does no bookkeeping — it keeps the documents in one place and in order.
- 123LAEN OÜ ✓
- Kaevur Trans OÜ 2 waiting
- Narva Pood OÜ 4 overdue
How a month goes
A month takes three steps, not thirty emails.
The firm opens a board
A client is added in a minute and the monthly checklist is already there: sales invoices, bank statement, purchase invoices, receipts. The types are yours to change.
The client sees what is missing
One link by email or Telegram. Snap a photo or drag a file — the request closes itself. No software, no passwords.
The accountant confirms
You see who opened what. Something is off — flag it and leave a comment. At year end everything moves into one archive.
"Still need the Circle K receipt from 23.08 — €72.40."
What is inside
Everything needed to close a month. Nothing more.
Built for Estonian rules: a scan is enough when it is clear who uploaded it and when.
Every file shows whether the other side opened it, and when.
Unreadable receipt or a missing number — one click plus a comment, the client gets notified.
Email and Telegram, per-client frequency from daily to monthly.
HEIC becomes JPEG and photos are compressed — no clogged inbox.
A year closes into a ZIP: files by month, a manifest with SHA-256 hashes, an audit log.
Accountants can be swapped — the company keeps its documents.
Pricing
Priced by the size of the firm, not per client.
A 14-day trial. Upload 3 different document types and it extends to 6 months.
- 3 clients
- 1 seat
- 500 MB storage
- current year only
- 20 clients
- 3 seats
- 20 GB storage
- 7 years of archive
- 75 clients
- 10 seats
- 100 GB storage
- 7 years of archive
- 200 clients
- 30 seats
- 300 GB storage
- 7 years of archive
Entrepreneur without a firm €4.99 per month