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vBoxxCloud
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Accountants & tax advisors

Client document portal for accountants

Collect financial documents from clients, organise them by client and reporting period, and share annual reports securely from EU cloud storage.

  • Clients upload receipts, bank statements and payroll files to their own folder
  • One folder per client and reporting period, with access only for your team
  • Share annual accounts and tax returns through protected links with an expiry date
  • eIDAS-compliant signing for engagement letters and management representation letters
Client: bakery company
Upload link
Receipts
Bank statement
Payroll file
Client folder
Q1 VAT return
Q2 VAT return
Q3 VAT return
Annual accounts
Access for your accounting team only
Challenges

What's slowing your team down today

  • Documents arrive by email

    Clients send payslips, invoices and bank statements as email attachments, spread across inboxes and hard to find at year end.

  • Chasing missing files

    Accounting firms spend time asking clients which documents are still missing for the VAT return or annual accounts.

  • Sensitive financial data

    Tax returns and payroll files contain personal data that a tax advisory firm needs to share and store with care.

Reporting period

How an accounting firm collects client documents in vBoxxCloud

Client submits

  • Receipts
  • Invoices
  • Bank statements

Create a folder for each client with subfolders per reporting period, such as each quarter and each financial year.

Accountant prepares

  • Bookkeeping
  • VAT return
  • Annual accounts

Send the client an upload link so receipts, invoices, bank statements and payroll files arrive directly in the right period folder.

Client receives and signs

  • Protected link
  • Expiry date
  • eIDAS-compliant signing

Share the annual accounts or tax return through a protected link and send the engagement letter for eIDAS-compliant signing.

Use cases

Where accountants and tax advisors use vBoxxCloud

Accounting firms

Collect bookkeeping documents from business clients each quarter in one client portal instead of email attachments.

Tax advisors

Receive the documents needed for income tax returns and share the completed tax return securely with the client.

Payroll services

Exchange payroll files and payslips with employers in folders that only the responsible payroll team can open.

With vBoxxCloud

One European workspace, fixed

One client portal

Every client uploads documents to their own folder in vBoxxCloud instead of sending email attachments to your accounting firm.

Organised by period

Folders per client and reporting period keep the documents for each quarter, VAT return and annual report together.

Stored in the EU

Client files are stored in vBoxx data centres in the Netherlands and Germany and encrypted in transit and at rest.

Toolkit

The accounting toolkit in vBoxxCloud

vBoxxCloud gives accountants and tax advisors one EU-hosted workspace for client documents, sharing and signing.

  • Clients upload receipts, bank statements and payroll files to their own folder
  • One folder per client and reporting period, with access only for your team
  • Share annual accounts and tax returns through protected links with an expiry date
  • eIDAS-compliant signing for engagement letters and management representation letters
Upload links for client documents
Create an upload link for a client folder so clients can submit financial documents without sending them by email.
Secure file sharing for annual reports
Share annual accounts and tax returns through share links with a password and an expiry date.
Version history for working files
Keep earlier versions of spreadsheets and reports, so your accounting team can return to a previous version when needed.
eIDAS-compliant signing
Send engagement letters and management representation letters for eIDAS-compliant signing from the client folder.
FAQ

Frequently asked

Can clients upload documents to my accounting firm without an account?
Yes. You can create an upload link for a client folder, so the client can upload receipts, invoices and bank statements directly into the right folder in vBoxxCloud. You can also invite a client as a guest when they need to see and download documents as well. Access can be changed or removed at any time, for example when an engagement ends.
How do accountants organise client documents in vBoxxCloud?
Most accounting firms create one folder per client with subfolders for each reporting period, such as each quarter for the VAT return and each year for the annual accounts. Team members get access only to the clients they work for. The built-in search helps you find a document across all client folders you have access to.
Where are the financial documents of my clients stored?
All files in vBoxxCloud are stored in vBoxx data centres in the Netherlands and Germany. Files are encrypted in transit and at rest. vBoxx is ISO 27001 certified by TÜV NORD, which helps tax advisors explain to clients how their financial data is handled.
Can clients sign engagement letters in vBoxxCloud?
Yes. You can send engagement letters, management representation letters and other agreements for eIDAS-compliant signing directly from the client folder. The signed document is stored in the same folder as the rest of the client file, so your accounting firm keeps everything for one client together.

Still have a question? Get in touch

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