Features
Everything your firm needs to stay on top of client documents.
Doconti complements your accounting software: it handles the document relationship with companies so your team can focus on the technical work.
For each feature we show what is available today and what is in development. We never present anything as live before it is ready.
01
Client management
Your portfolio of companies in one place, with each one's document status, history and owner in the firm.
- One file per company, identified by NIF/NIPCAvailable
- Details filled in automatically from the tax numberAvailable
- Contacts, documents, requests and obligations in the fileAvailable
- A company can only be active in one firm at a timeAvailable
02
Requests and reminders
Ask each client for the right documents and track item by item what has been delivered.
- Requests per client, document type and periodAvailable
- Mark items received and close the requestAvailable
- Automatic reminders to clientsIn development
- Recurring periodic requestsIn development
03
AI-assisted receipt and validation
AI reads each document and proposes the key information. Your team reviews and decides.
- Reads tax number, issuer, date, total, VAT and ATCUDAvailable
- Suggests the document typeAvailable
- Alerts for possible duplicates and inconsistenciesAvailable
- Validate or reject with human reviewAvailable
04
Customisable digital archive
Documents organised by client, year, period and document type, with a catalogue tailored to your firm.
- Document type catalogue editable per firmAvailable
- Documents stored per company in private storageAvailable
- Folder templates per firm and per-client adjustmentsIn development
- Archive exportIn development
05
Calendar and obligations
Record each client's relevant obligations and track their status, according to each company's regime and reality.
- Obligations per client with status and internal deadlineAvailable
- Upcoming deadlines on the firm dashboardAvailable
- Calendar configurable by tax regimeIn development
06
Team and reports
Share the work with clear access roles and follow receipts, pending items and portfolio progress.
- Team invitations by emailAvailable
- Master, administrator, accountant and assistant rolesAvailable
- Reports on documents received, pending and to validateAvailable
07
Invited company portal
A simple area for client companies, with no subscription of their own, where they see what the firm needs.
- Invite the company by email from the client fileAvailable
- Secure company sign-up and portal accessAvailable
- Document upload and messages in the portalIn development
In development
Some capabilities we are preparing. No promised dates: we only announce them as available when they are ready.
- Automatic reminders and recurring requests
- Document upload by companies in the portal
- Customisable folder templates
- Archive export
- Integrations with accounting software
- Protected Transfer between firms
Accounting already demands enough attention. Managing documents doesn't have to demand more.
14 days free · No credit card