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.
Stages
Start with documents. Grow into settlements.
The base is always the same — document exchange with your accountant. As the company grows, you open an extra layer in the same place: expenses, financing and ready-made acts. Nothing to move elsewhere.
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01
Document exchange
Monthly checklist, receipts and invoices, requests and reminders. This is the base, already live.
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02
Expenses and reimbursement
Personally paid company costs with a receipt — a claim and an expense report appear.
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03
Financing and loans
Money put into the company is tracked separately as a loan; loan statement and agreement.
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04
Acts from data you already entered
Expense report, loan statement, loan agreement — generated from entries, not re-typed.
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05
Home office and shared costs
Recurring allocation across companies and private life, a home-office act.
live
Pricing
Exchange is free. You pay for volume and extensions.
Document exchange is free. You build the rest: volume, extensions and storage depth — pay only for what you switch on. Not a fixed plan.
Who it suits
Many client boards in one place.
One board, free, invite your accountant.
Your own companies + settlements and acts.
Plans by volume
- 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
Extensions on top of the exchange
When there is something to add, you turn on an extension. The base exchange stays free.
Personally paid expenses, company financing and loans, who owes whom and ready acts: expense report, loan statement, loan agreement.
Monthly rent, utilities and internet split across companies and private life by percent — a home-office act.