Manage multiple clients from one panel
A real multi-client dashboard for accounting and advisory practices: aggregated metrics, per-client drill-down, secure access and bulk invoicing.
Total control of your portfolio, in one panel
Designed for practices that manage many companies at once, without losing the detail of each one.
Multi-client dashboard
See all your portfolios in one panel: aggregated metrics for invoicing, collections, pending and overdue. The global view of your practice at a glance.
Per-client drill-down
From the total, drill into each client: invoices, outstanding amount, overdue items, tax forms and account status. Without switching screens.
Invite and revoke access
Request access to a client and revoke it when the relationship ends. You decide who is in your portfolio at all times.
Secure read-only view
You work with your clients’ data in a verified read-only mode. No risk of modifying their records by mistake.
Accounting reports
Generate accounting reports, balance sheets and summaries per client or on a consolidated basis. Whatever you need for each close.
Bulk invoicing
Issue invoices to several clients at once, with templates and periodicities. Hours of manual work turned into minutes.
Customer portal
Each client consults their invoices, documents and account status from their own private and secure portal.
VeriFactu per client
Issue VeriFactu-compliant electronic invoices to the AEAT on behalf of each of your clients, with traceable records.
Connect with accounting, invoicing and VeriFactu. Check the available plans.
Questions about the accounting firms vertical
Do you run a practice? We explain how multi-client management works.
How do client accesses work?
As an accountant or advisor, you request access to a client’s account from your panel. When the client accepts it, you appear in their account with a secure read-only view. At any time you can revoke your access or the client can withdraw it.
Is it safe to view client data?
Yes. We work with a verified read-only view: you can consult invoices, pending items and tax forms, but not modify the client’s records. Everything is recorded in the audit trail and complies with the GDPR.
Can I revoke accesses?
Yes. From your panel you manage the full portfolio: you invite new clients and revoke access when the relationship ends. The client can also withdraw access at any time from their account.
Take your practice to the next level
One panel for all your clients, with the security your profession demands.
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