FiscalFiles for accountants
All your clients.
One dashboard.
Your clients keep their income, expenses, invoices and documents in order from the app. You find everything already sorted in your practice's panel — no more chasing anyone at the end of the quarter.
Pilot programme: we're opening the area to a small number of practices
What changes in your work
Your practice's panel
Users, invoicing, statistics, administration and support: everything about your clients, in one place.
Records that arrive in order
Income, expenses, invoices, F24 forms and documents are logged by your clients in the app, all year round. They fill in the tax return questionnaire there too.
Your team, organised
Create accounts for your staff and assign each of them their clients: everyone sees only the clients they follow.
Requests come to you
When a client writes from the app, the request reaches your practice. You answer, under your own name.
Confidentiality by design
You see your clients' business data, never their personal accounts. That's what makes them trust it.
Security fit for a practice
Mandatory two-step sign-in for the whole team, invitation-only accounts, every action logged.
How it works
- 1
Tell us about your practice
How many clients you follow, how your team works, which software you use. Two minutes with the form below.
- 2
We talk it through
We get back to you to see whether the pilot fits and how to set up the start with your clients.
- 3
You bring your clients in
Create them from the panel, or they link themselves in the app with your practice's code.
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Apply for your practice
A few details help us understand your practice before we talk. No commitment.