Archiving and document management for accounting firms
Archiving and document management solutions adapted for chartered accountants, statutory auditors and management firms.
Challenges for accounting firms
Accounting professionals must manage massive volumes of supporting documents with strict retention and confidentiality obligations.
Types of accounting documents
Accounting documents
Invoices, expense reports, statements
Tax declarations
VAT, CT, IT, tax returns
Client files
Trial balances, financial statements, reports
Banking
Statements, reconciliations, authorizations
Social
Payroll, social declarations
Legal
Articles of association, meeting minutes
Management
Budgets, forecasts
Reporting
Dashboards, analyses
Accounting document retention obligations
Standard retention periods
- Accounting documents: 10 years
- Tax declarations: 3 years
- Client files: 10 years after closure
- Contracts: 5 years
- Payroll: 5 years
Professional constraints
- Confidentiality of financial data
- Traceability of supporting documents
- Fast access for tax audits
- Protection of client information
Confidentiality of financial data
Accounting firms handle particularly sensitive information: financial data, tax declarations, balance sheets, social information and legal documents.
Protecting this information is essential to guarantee client confidentiality and comply with professional obligations.
Outsourcing accounting archives
Over time, accounting firms accumulate a significant volume of client files and supporting documents that must be kept for several years.
Outsourcing archives frees up office space while guaranteeing secure and organized document preservation.
Our solutions for accounting firms
Concrete use cases
Accounting firm
- Client file management
- Archiving of supporting documents
- Invoice dematerialization
Statutory audit
- Audit files
- Reports and certifications
- Working documents
Wealth management firm
- Wealth client files
- Tax declarations
- Banking documents
Towards a more digital accounting firm
Accounting firms process thousands of documents each year: invoices, supporting documents, tax declarations, client files or social documents.
The gradual dematerialization of these flows improves internal organization, reduces paper volumes and accelerates access to accounting information.
Training dedicated to accounting firms
Practical training for your teams
Legal archiving of accounting documents
Organization and preservation of documents
Dematerialization of accounting documents
Optimization of document flows
Electronic management of client files (EDMS)
Protection and traceability of information
Frequently asked questions
Document management for accounting firms
Organize your accounting document management
Chartered accountants, statutory auditors, management firms: we support you in organizing, preserving and securing your archives.