Search - - [Academy](/en/elvy-academy/) - [Support](/en/about-us/support/) - [Contact](/en/about-us/contact/) - [About Elvy](/en/about-us/) - [NL](/nl/administratie-en-accountantskantoren/) [EN](/en/accountancy-and-tax-consultancy-firms/) [Elvy](/en/) Search Request demo Menu X ## Request a no-obligation demonstration of our software Would you like to find out what Elvy can do for your organisation? Request a no-obligation demonstration now! - [Home](/en/) - Accountancy and tax consultancy firms # **Accountancy and tax consultancy firms**. We offer a range of options specifically for you as an accountancy or bookkeeping firm, enabling you to work more efficiently with your clients. For example, we show you how to manage peak workloads during VAT month and how to let your clients upload receipts via the Elvy App. And there’s much more! Did you know that Elvy has an online archive where your client can view invoices quickly and easily? Or that we have an upload portal where your client can submit invoices to your accounts in a single batch? A service designed especially for your client! Request a demonstration ## Make working with your client more enjoyable ### Digitalisation = efficiency We understand all too well that efficiency is vital when dealing with so much paperwork. Collaborating digitally with clients helps to achieve this. Avoid filing cabinets full of paperwork; instead, have invoices fed directly into your accounts via email or the Elvy App. This brings benefits not only for you, but certainly for your client as well. ### Avoid peak workloads and take on an advisory role! When documents are submitted digitally, you don’t have to wait until the end of the quarter. You can choose when to process the accounts, meaning that the heavy workload during VAT month is a thing of the past. This gives you an up-to-date insight into the figures and allows you more scope to take on an advisory role. Do you see any threats or opportunities for your client? Then you can respond to them straight away! ### Submitting receipts It can be a major source of frustration: lost or crumpled receipts. With the Elvy App, that’s no longer a problem. Using the Elvy App, your clients can easily take photos of their receipts and file them straight away in the correct account. When you open the relevant account in Elvy, the receipts are immediately ready for processing. ## This is how you work most efficiently, together with your client! Submission ### Submission Your client submits purchase invoices digitally via email, receipts via the Elvy app and other documents via the Upload Portal. As soon as you open Elvy, you can see which documents are ready for each account. You can start posting them straight away. Recognise ### Recognise Elvy recognises the details on invoices in a flash, so you can post them quickly. Some firms even process invoices automatically when all the details are recognised correctly. You can post several invoices at once with a single click. This allows you to work efficiently and without unnecessary steps. Booking and archiving ### Booking and archiving Give clients who manage their own accounts the rights to do this directly in Elvy. That way, they don’t need to buy separate software, and you can be sure everything is done correctly. A win-win! Does your client not do their own bookkeeping? If so, they can use the Elvy Web Archive: a fully digital invoice archive. This allows your client to view invoices themselves, without needing access to the accounting software. Approve ### Approve Processing invoices before you pay them gives you an early insight into your accounts. Ask your client to approve the invoices once you have entered them into the accounts. Have they been approved and coded? If so, you can prepare the payments straight away. Payment ### Payment Your customer can make payments at the touch of a button. There’s no need to keep retyping payment details in online banking. That saves time and makes paying a lot easier. Previous Next Submission Recognise Booking and archiving Approve Payment ## Elvy App A receipt for a petrol fill-up, a lunch meeting or a business gift often quickly goes missing. The Elvy App ensures this is a thing of the past. After making a purchase, your client simply takes a photo using the Elvy App, selects the correct account, and sends it to Elvy. When you open the relevant account in Elvy, the invoices are immediately ready for processing. Do you also use Elvy’s approval solution? If so, your client can also approve invoices very easily via the Elvy App. This allows you to strengthen your partnership with your client even further – for example, by preparing payments for the client once they’ve been approved. [More about the expense claim app](/en/expense-claim-app/) ## Upload and process invoices anywhere - Process directly in Elvy - Accessible and efficient - Unlimited number of users and documents - Available for iOS and Android ### Process directly in Elvy Using the Elvy App, the client takes a photo of the invoice, receipt or other document. They then specify which account it is intended for. As soon as the document has been uploaded, it appears immediately in Elvy, ready for you to process it in the way you are used to in Elvy. ### Accessible and efficient You make it easy and efficient for your client to send documents via the Elvy App. This is handy if your client is out and about and wants to add a receipt to the correct accounts straight away! The Elvy App needs to be set up once for your organisation, after which you can grant each client access to post invoices or receipts to their accounts. ### Unlimited number of users and documents You can create users for the Elvy App within Elvy. The Elvy App is accessible to an unlimited number of users. Each client can upload an unlimited number of invoices, receipts and other documents. ### Available for iOS and Android The Elvy App is available for both Android and iOS and can be used as standard for all accounts processed via Elvy. ## Upload Portal With the Upload Portal, your clients can easily upload large quantities of documents – such as sales invoices – for their own accounts. It’s very simple in the cloud. As soon as you open Elvy, you can process them straight away. But this solution isn’t just for sales invoices. The Upload Portal makes it easy to distinguish between purchase and sales invoices and other types of documents. This way, you have easy, fast and secure digital access to your clients’ complete files, all in an efficient manner! ## Upload large numbers of documents with ease - Process directly in Elvy - A clear overview of all documents sent - Uploading various documents to one or more accounts - Easy to manage ### Process directly in Elvy As soon as a client has uploaded the documents, they are immediately placed in the relevant file in Elvy, ready to be processed by your organisation. The documents are organised in Elvy in the same way as invoices that are imported via email or a scanner, or uploaded via the Elvy App. The Upload Portal is accessible via a web address set up by Elvy specifically for your organisation. This means you can also offer this upload option via your own website. ### A clear overview of all documents sent The Upload Portal allows your client to track the status of documents they have sent. They can see straight away whether specific invoices have already been processed in Elvy. This way, the client can see which documents have been sent, so there is no room for confusion. ### Uploading various documents to one or more accounts You can add users yourself in Elvy to grant them access to their accounts. Each client is given access to the Upload Portal using their login details. Your client can upload a variety of documents, ranging from general documents to purchase and sales invoices and XML files. ### Easy to manage The Upload Portal is included with the Elvy licence and will need to be set up by Elvy on a one-off basis. You can create and manage users for the Upload Portal yourself. ## Elvy Web Archive Invoices that you process using [Elvy Invoice Processing](/en/solutions/invoice-processing/ "Invoice processing") are archived in your accounting software. Do your clients need to refer back to invoices at a later date? Then set up the Elvy Web Archive! With the Elvy Web Archive, you can build up a fully digital archive that you make available to your clients, without having to grant them access to the accounting software. ## A digital invoice archive - Digital archive in ElvyWeb - Searching for specific documents - All data at a glance - A single fixed price ### Digital archive in ElvyWeb Once you have posted the invoice using Elvy Invoice Processing, the invoice is automatically archived in your financial accounting software. With Elvy Web Archive, you can also automatically archive the posted invoices online, so that your clients have a digital archive where they can easily retrieve the posted invoices. This means they no longer need to keep files full of paper invoices, search through their sent items, or contact you to find that one invoice they’re looking for. Everything is conveniently stored in a single archive. Now that’s efficient! ### Searching for specific documents Each client is given access to the archive using their login details, where all invoices from their accounts are automatically stored. Elvy makes the entire document searchable, meaning that, in addition to specific criteria such as supplier, customer or date, the content of the invoice can also be searched. ### All data at a glance In Elvy Web Archive, you can view the original invoice with its block stamp, including the actual entry, the supplier details and any notes you added whilst making the entry. This means all the relevant information for your client is immediately available. ### A single fixed price Elvy Web Archive is an extension of Elvy Invoice Processing. The solution is available at a fixed price, allowing you to archive an unlimited number of documents for an unlimited number of accounts. You can create and manage users for the Elvy Web Archive yourself. ## Discover our integrations Elvy integrates seamlessly with many **financial**, **ERP**, **TMS**, **WMS**, **CRM** and **bespoke** systems. Is your software not yet listed in our overviews? No problem! We’re constantly expanding our integrations and can integrate with virtually any system using our standardised APIs. Please feel free to get in touch – there’s a good chance Elvy will be linking with your system soon. Elvy integrates seamlessly with more than 50 standard, sector-specific or bespoke systems [Discover all the links](/en/integrations/)