For Accountants
Features for accountants
Capabilities available today, with beta features identified explicitly.
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
Portal document uploads are available; the document-request workflow remains in beta.
Document requests (beta)
Beta workflow for requesting documents with priority, due dates 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
Commission for five years while a referred customer keeps a paid subscription.
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 checked against PRODUCT_MANIFEST. “Beta” means limited validation access, not guaranteed general availability.
Accountant partner program: 30% commission in year 1 + 15% in years 2–5.
Request access to the programTalk about your portfolio
Tell us your portfolio size and the formats you use. We review the fit and propose a pilot without promising unvalidated scope.