For clients of accounting firms
Your accounting firm uses Evidenta.
Got an invitation to the client portal? Nothing gets complicated for you — quite the opposite. Here is everything you need to know.
What the portal is
A safe place to send your accounting documents — instead of e-mails and envelopes. You see what your accountant currently needs and upload it in a few clicks, even from a phone.
What your accountant sees
Only what you upload to the portal yourself, plus the details needed to keep your books. Evidenta also watches your deadlines for her — so neither she nor you forgets anything important.
How your data is protected
Data stays in the European Union, transfers are encrypted, and backups run every night. Only your accounting firm works with your documents — Evidenta just stores them safely.
1
You get an invitation
By e-mail from your accountant. Click and set a password.
2
You upload documents
Drag files from your computer or upload them with your phone. The portal tells you what is still missing.
3
You have peace of mind
No digging through e-mails at the end of the month. Everything is in one place, with your accountant on time.
Did you only get an upload link?
Some clients do not need an account — your accountant sends you a secure link. Click, upload the documents, done. No password, no registration.