Invite your tax adviser
Invite tax advisers or accountants to the workspace with an appropriate role.
For tax-adviser collaboration
Bring your tax adviser into the right context
Invite your tax adviser with controlled access, share reviewed documents, and keep work visible and traceable.
For tax-adviser collaborationA clear workflow for everyday work.
In daily work
Work with your tax adviser without sending files back and forth.
Control access
Manage permissions and workspaces according to the task.
Review documents together
Work on invoices, documents, and prepared tax data in the same context.
Keep work traceable
Keep workspace activities and changes visible for review.
Direct collaboration with clear boundaries
Collaboration uses authorised workspace access. Roles, permissions, and the exact available scope must be configured for your account.
Explore teams & accessReady for calmer finance operations?
See Docelix through your own workflows.
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