Manage all your clients from one unified dashboard
Invoices, expenses, and audit-ready exports with explicit client consent, full traceability, and per-organization workflows.
- A firm work queue for pending items, overdue invoices, and PDF or send failures.
- Permission-based access that the client can revoke at any time.
- One-click export packs with PDF, CSV/JSON, and audit trail included.
No shared credentials or client certificates required
Built for tax professionals in Spain
Small firms (1-5 people)
Control your whole client portfolio from one dashboard, one task queue, and one export workflow.
Tax advisory firms
Audited access per organization, full traceability, and VeriFactu-ready operational design.
Mixed portfolios
Handle freelancers and companies with roles, assignments, and audit-ready exports.
From chaos to full control
The problem
The solution
How it works
Access is always consent-based. Clients can revoke it whenever they need to.
The firm sends an invitation
Clients receive an email with requested permissions and see exactly what data is being shared.
The client approves or rejects
Approval happens from their own cabinet, without sharing passwords or certificates.
Your team works with assigned access
Assign staff members to each client and keep all actions automatically traceable.
"Audited access: who changed what, and when."
Key features for accounting firms
Everything your team needs to manage clients securely and efficiently.
Work Queue
Pending, overdue, to-send, and to-collect items organized per client.
Client dashboard
Search by tax ID or name and jump into the exact organization context.
Invites and status
Track whether access is pending, accepted, expired, or revoked.
Firm team
Use roles and assignments so each staff member sees the right client scope.
Export pack
Download PDF, CSV/JSON, and audit trail in one click for each client.
Traceability
Keep logs of who accessed, reviewed, or changed client information.
VeriFactu-ready design
Hash chain, PDF QR code, and XML signature aligned with local expectations.
Secure access
2FA, limited sessions, and visible active-client context throughout the workflow.
Security and compliance
Built to protect client data and simplify fiscal reviews in Spain.
Consent-based access
Every connection requires explicit client approval and can be revoked from the client cabinet.
Immutability and corrective documents
Issued invoices are not edited directly; corrections preserve integrity and traceability.
Audit-ready exports
Get a complete pack with documents, structured data, and an action trail for reviews or inspections.
Prepared for VeriFactu workflows
Fingerprint, hash chain, PDF QR code, and XML signature fit the expected Spanish compliance model.
Fits into your current workflow
Free for accounting firms
Your firm uses the platform at no cost. Billing applies to clients who operate on Fiscora.
Your team works from one unified cabinet while clients are the ones who subscribe to use the platform.
- The firm does not pay to access the cabinet or manage its client portfolio.
- Your clients subscribe to Fiscora when they use the platform for day-to-day operations.
- Your team keeps Work Queue visibility, export packs, and audit traceability in one dashboard.
- Guided onboarding to connect clients without requesting credentials or certificates.
Frequently asked questions
Do I need to request banking credentials or certificates from clients?
No. Access is handled through invitations and permissions, approved from the client’s own cabinet.
Can the client revoke access?
Yes. Clients can revoke the firm’s access at any time with a single click.
What gets logged?
Every action is stored in an audit trail showing who accessed, when, and what was reviewed or changed.
What does the export pack include?
It includes PDFs, structured CSV/JSON data, and an action history for audit or internal review.
Is it aligned with VeriFactu?
It is designed to operate with a hash chain, PDF QR code, and XML signature aligned with that model.
Can I assign staff per client?
Yes. You can assign team members to specific organizations and limit visibility by context.
Request access for your firm
Tell us how your firm operates. Our team will review the request, contact you to confirm details, and activate your access or invitation.
Manual onboarding for accounting firms and tax advisors in Spain