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Accounting · Client portal
Contábil Parceiro
Portal for requests, documents, deadlines and tracking between accounting firm and client.
Client portal
Design decisions
- Organize requests by company, period and deadline
- Control document access by role
- Notify pending items without exposing sensitive content
Solution capabilities
Scope and limits
- Client portfolio and obligations fed by the firm
- Does not perform tax or accounting calculation
- Integrations depend on the firm's ERP
Services involved
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