Available
Separation between firms
All business data belongs to a firm, and database access rules only let each firm see its own records.
Trust Centre
Security and privacy, explained precisely.
Accounting firms handle sensitive company information. This page describes how Doconti is organised — and we only publish what has been verified.
How the platform is organised
Available
Separation between firm and companies
Client company accounts do not belong to the firm: they only access their own company's data, through the portal.
Available
Role-based permissions
Master, administrator, accountant, assistant and client have distinct permissions, enforced in the menu and on the server.
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Private document storage
Files are kept in private storage organised by firm and company, with no public links.
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Access by invitation
Team members and companies join through individual, time-limited invitations sent by the firm.
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AI with human decisions
AI reading runs at the firm's request, using the user's own session. Suggestions are reviewed and validated by the team.
When a company changes firm
AvailableA company can only be active in one firm at a time. The firm's master user can release the client so another firm can register it — without any firm learning which other firm holds the company.
Protected Transfer
Product visionOur vision is that changing accountant should be orderly: the company authorises it and the document history moves securely to the new firm. This feature is not available yet.
Being validated
The following topics are being documented and will only be published once verified technically and contractually:
- Data location and sub-processors
- Encryption and backups
- Use of data by AI providers
- Full archive export
- Certifications and audits
Security or privacy questions?
Write to us. We will reply with concrete, verified information.