The firm uploads each document in the correct client context. The system proposes extracted data and TD17, TD18 or TD19; an authorised user checks the result before generation.
independent numbering per client, year and type;
suppliers and originals isolated by client;
duplicate checks before generation.
02
Clear staff responsibilities
Preparers correct document data. Reviewers can finalise tax-relevant steps. Office administrators manage clients, staff, settings and billing.
personal invitation by email;
revocable access without shared passwords;
permissions enforced by the server.
03
Shared allowance, isolated records
Document usage is billed to the firm owner while archives, numbering and downloads remain assigned to each client.
FAQ
Frequently asked questions
Does every client need a login?+
No. The firm can create a managed client workspace based on its mandate.
Can staff see every client?+
Firm staff can see active firm clients, while their role limits the available actions.
Does the service send files to SdI?+
No. It prepares XML files for review; transmission and statutory preservation remain separate.
Foreign supplier documents for every client in one workspace
Organise clients, staff and reviews in one firm account while keeping company data, numbering, documents and duplicate checks isolated.