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For Accountants

Features for accountants

Every capability shipping in production today. No roadmap promises.

Capabilities available

Multi-client panel

Consolidated view of the whole book of business from a single account.

Multi-client dashboard

See the entire portfolio with per-client operational metrics.

Fast workspace switching

Jump between clients from the sidebar without signing out.

Accountant role access

Your client invites you with granular permissions. You enter their data directly.

Delegated invoicing

Issue invoices on behalf of the client using their numbering series.

Batch tax filings

Quarterly work in one pass across the entire portfolio.

Modelo 303 in batch

Generate the 303 for several clients and download the bundle as ZIP.

Batch multi-model (303 / 130 / 111 / 115)

PDF and AEAT TXT for the four forms in a single operation.

Obligations dashboard

Consolidated heatmap of models × clients × quarters with status.

Fiscal auto-detection

Frihet detects which forms apply to each client (REDEME, withholdings, M115, M420).

AI quality check before filing

Rule-based validation plus Gemini review of every form before generating the AEAT TXT.

Filing queue

Persistent review and approval workflow for forms generated in batch.

Client portal

Clients upload paperwork to the portal. No WhatsApp, no lost emails.

Document requests

Request documents with priority, due date and status tracking.

Token-based portal upload

Clients upload files that automatically close the request.

Reusable templates

Templates with variables and bulk send with per-client preview.

WhatsApp notifications

One-click message with pre-written text and portal link.

Automatic email on new request

Resend fires the notification with a deep link to the client dashboard.

Portfolio health

Quantitative indicators to prioritise attention and reduce churn.

Per-client health scoring

Deterministic score (payment, volume, engagement, loyalty) with trend.

Consolidated AR aging

Tab with 5 aging buckets and a top-10 of cross-client overdue invoices.

Risk-based sorting

Critical-risk clients appear first in the list.

Tax deadline badges

Coloured indicators on each client card as obligations approach.

Accounting export

Every client in the format their accounting system needs.

ContaPlus

Native export to the ContaPlus format.

DATEV

Native export to the DATEV format.

Xero and QuickBooks

Preconfigured mappings for both systems.

Generic CSV

Editable columnar schema for any other destination.

Partner program

Recurring revenue when clients adopt Frihet.

Stats card on the dashboard

Invited, signed up, activated, paid and rewards earned.

Real portal attribution

Every portal sign-up is attributed to the accountant's referral code.

Capabilities verified against PRODUCT_MANIFEST. For release-level detail, see the public changelog.

Partner program for accountants — 30 % recurring commission.

Request access to the program

Talk about your portfolio

Tell us how many clients you manage and which accounting format you use. We confirm plan and discount.

docs.frihet.io