Solutions · Accounting firms

Your clients’ documents,
without chasing them

Ask every client for documents at once, send circulars behind a personal link and follow compliance work client by client. The archive recognises F24s, CUs, company reports and financial statements, and finds them on the client’s record.

Request a demo for your firm See pricing

A share’s recipients: openings and downloads, document by document.

How a firm uses it

Everyday work,
in one place

Four jobs every firm knows, and how you do them in Custodo. The screens are the real product, with sample data.

Document collection Contacts

Ask every client for documents at once

For tax returns, financial statements or a new engagement: pick the clients from Contacts or from an Excel file, and the documents to ask for. The request leaves from the firm’s mailbox, reminders follow the pace you choose, and the replies, with their attachments, land in the archive.

Each client’s status: sent, received, still missing
Clients reply with their own email, no new account
Received documents are recognised and filed

Document requests by recipient and their progress.

Documents and AI Contacts

Every client’s archive, read by AI

Upload F24s, CUs, company reports, financial statements, payslips and VAT registers: Custodo recognises the type among the 148 ready-made ones and extracts the data — number, dates, amounts, counterparty — for you to check. When it is not sure it does not guess: it tells you.

On the client’s record, the documents carrying their VAT number or tax code
Search inside documents, scans and photos included
Every version stays as it was, and you know who opened or downloaded what

An archived invoice with AI-extracted fields ready for review.

Checklist Activities Calendar

Compliance work, client by client

One checklist per campaign, full page: contacts in the rows, checks and documents in the columns. Every cell has its status, comments and history; whoever coordinates assigns the checklist to colleagues, and next year you start again from the same template with progress reset.

To do, in progress, done, with the history of every change
Deadlines from documents, tasks, signatures and collections in one deadline calendar
Tasks assigned to a person or a team, with their due date

A checklist cell with its status, comments and access to documents and history.

Document sharing Contacts Documents and AI

The firm’s circulars, and who opened them

With Document sharing, write the circular once and pick the recipients by role from Contacts. Each client receives a personal link, with a password and an expiry date, to the documents meant for them: those for everyone and those linked to their record. No attachments: every opening and every download is recorded.

Who opened and who downloaded, document by document, with date and time
Automatic sends every day, week or month
A link you can withdraw at any moment

Shares sent, with who opened and who downloaded the documents.

Modules for the firm

What the firm needs,
and what for

Every module is included in every package; these are the ones a firm uses every day.

With clients

The clients’ archive

Running the firm

CRM, expenses, time and attendance, approvals, data tables, dashboards and integrations are included too. All modules

Questions from firms

Before you begin

Any other questions? Write to our team.

Do my clients need to register?

No, only the people who work in the firm need an account.

Clients reply to document requests with their own email, open circulars from a personal link with a password, and sign from a link that works once.

Can a client see another client’s documents?

No.

Each circular link is personal, with a password and an expiry date, and shows only the documents for everyone and those linked to that client’s record. You can withdraw the link at any moment.

Does Custodo replace my accounting software?

No, it works alongside it.

Custodo does not keep the books or file tax returns: it organises documents, communication and compliance work around what you do in your accounting software. It connects through its API, and we assess the connection with you.

What does it cost for a firm?

The same as for any business: by people and volume.

Every module is included in every package, Document collection and Document sharing too. Choose the package by how many people work in the firm and the volumes you need; the Pricing page lists the limits module by module.

Want to see it on your firm’s work?

The demo starts from one of your campaigns — tax returns, financial statements, taking on a new client — and the modules that handle it.