Work together without giving up control.
Invite employees and advisers, assign permissions, control approvals for incoming and outgoing invoices, and connect supported email providers.
Team, approvals & email
A clear flow, step by step.
- 01Invite a person
- 02Choose role and approval rights
- 03Review access
- 04Enable email connection
What supports the work.
Roles and permissions
Integrated into the workflow and designed for day-to-day work.
Incoming and outgoing approvals
Integrated into the workflow and designed for day-to-day work.
Gmail, Outlook, and custom email
Integrated into the workflow and designed for day-to-day work.
Tax-adviser collaboration
Integrated into the workflow and designed for day-to-day work.
Approval workflows and connections depend on plan, role, permissions, provider, and configuration.
Team access and email integration interfaces are present; approval rules require configuration review.
Common questions
Can I use Docelix with multiple companies?+
Multiple company workspaces can be supported depending on plan, role, and configuration.
Does Docelix replace professional review?+
No. Docelix structures and assists workflows; responsible people review and approve sensitive finance and tax data.
Which integrations are available?+
Supported email and other connections depend on provider, plan, and individual setup.
See Docelix through your own workflows.
In a personal demo, we focus on the workspaces that matter to your business.