Encrypted Nextcloud to exchange sensitive documents with clients, business phone line, client file CRM, professional website and custom domain — everything a chartered accountant or accounting firm needs. Hosted in France, full professional secrecy compliance.
Per month, excl. VAT. No commitment, ready in 24h.
Exchange balance sheets, payslips, tax returns with your clients in total confidentiality. End-to-end encryption, granular access, signed audit log. Hosted in France, no third-party access.
3 inbound channels handle peak periods (VAT, year-end). 2 outbound for URSSAF, DGFiP, social services. Call recording for traceability of complex requests.
EspoCRM with template for accounting firms: client files, key tax dates (VAT, IS, IR), deadline reminders, employee tracking, automated invoicing.
Daily backups + 10-year retention compliant with French commercial code (article L 123-22). Restore on demand, integrity guaranteed via cryptographic hash.
9:00 — Three clients call simultaneously to confirm their VAT figures. With 3 inbound lines, no one is on hold, all calls are answered. The CRM identifies each caller instantly.
11:00 — A client uploads their last invoices via the secure Nextcloud share you sent yesterday. The files arrive encrypted, with a complete audit log. No more email attachments.
15:00 — URSSAF audit request: you locate the original 2022 documents in 1 click thanks to legal archiving. Verifiable cryptographic hash. Your client thanks you for the speed.
Yes. Nextcloud is hosted on dedicated infrastructure in France, AES-256 encrypted at rest, TLS 1.3 in transit, signed audit log of every action (read, write, share). Compliant GDPR + Order of Chartered Accountants requirements + RIN. No third-party access (no Patriot Act).
Yes. Send each client a personalized link to a private "drop folder" — they can deposit their documents (invoices, statements, receipts) without an account, password protected. You see who deposited what and when.
Every backup is automatically retained for 10 years (French commercial code L 123-22). Indexed search, in-place restore in 1 click, integrity guaranteed by cryptographic hash. Compliant with NF Z42-013 standard.
Yes via standard import/export (CSV, FEC, PNM). The CRM also has a REST API for integrations on demand. Sync with major payroll software possible (assistance with our integration team).
Yes. The CRM is multi-user with granular permissions: one account per partner, per collaborator, per intern. Logs of which person opened which client file, with full action history.
24-hour setup. Free migration. Full professional secrecy in France.
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