Digital client file: document management for accountants, per client
Client documents still in loose folders or separate software? In the same place where your clients submit their invoices, you also collect articles of association, Chamber of Commerce extracts and annual accounts, per client administration.
What is a digital client file?
A digital client file is where a firm keeps a client’s recurring documents, such as articles of association, the Chamber of Commerce extract, the UBO registration and the annual accounts. That way you have them to hand for a question, an audit or the year-end close.
In TriFact365 it is a light form of document management alongside the administration, not a full document management system. How document management works is explained in the Document Hub.
Client file per administration
No more searching for articles of association in a shared folder or the annual accounts in an email.
Articles of association, Chamber of Commerce extract and annual accounts with the right client administration.
One way of working
No more loose emails with recurring documents that you have to save and organise yourself.
Invoices, receipts and client documents through the same client portal, for every client.
All-in-one pre-accounting
No separate file software, with extra logins and yet another place to search.
Document management is included in every TriFact365 subscription for accountants.
How does a digital client file work in TriFact365?
Your client submits recurring documents in the portal; you find them per client and type. In the same environment as the invoices.
Your client submits
Your client uploads the document in the portal and chooses the type. If you have a stack of documents, you email it from the scanner: TriFact365 offers it for splitting straight away.
Which documents belong in a client file?
Articles of association, Chamber of Commerce extract, annual accounts and tax returns. TriFact365 has 55 document types in eight categories; view all document types in the Document Hub.
Search across all your clients
In All received documents you filter by administration and type, for all your clients at once.
You decide types and access
You switch on which types clients can choose. Every user with administrator rights can view; you decide who that is.
Do you still need a separate file solution?
You handle this in TriFact365
Have clients submit recurring documents, organise them per client and type and find them as PDFs, alongside the invoices.
Not included (yet)
Version control and document workflows; a full DMS is a better fit for that. You keep processed documents in the digital archive.
Part of your pre-accounting
The client file sits alongside everything your client already submits. That makes TriFact365 more than invoice recognition: one environment between your client and the accounting package.
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Frequently asked questions about document management for accountants
PDF, Word (doc, docx), Excel (xls, xlsx) and images (bmp, gif, jpg, jpeg, png, tif, tiff), up to 20 MB per file. When uploading, your client chooses the administration and the document type.
Every user with administrator rights in TriFact365. Your firm decides who gets those rights, itself or in consultation with the client. Administrators see the documents of all administrations they work in under All received documents and filter by administration and type.
Yes. When uploading you choose whether the document should be split. A stack you email straight from the scanner to TriFact365 is offered for splitting immediately. That way every client document goes into the file as a separate document.
Document management is included in every subscription, including the subscriptions for firms. You pay the fixed monthly fee and an amount per document. View pricing for firms.
Document management is included in every subscription
Including the subscriptions for firms. You pay the fixed monthly fee and an amount per document.