For Accountants & Bookkeepers

Document Management
for Accountants

Securely share documents with clients, automate tax-season organization, and connect Czech data boxes — all in one EU-hosted, GDPR-compliant archive.

Client Document Organization

Keep client documents organized in separate workspaces. Every invoice, receipt, and contract in its place — searchable and sorted by AI.

Invoice & Receipt Archive

Every client invoice, receipt, and expense document organized automatically by AI. Find any document in seconds, not hours.

Tax Season Ready

All tax-relevant documents tagged and organized by year and client. Find and download what your tax advisor needs in seconds.

ISDS Integration

Connect Czech data boxes (ISDS) to automatically import official government correspondence. Never miss a deadline.

AI-Powered Organization

Upload a document, AI reads it — extracts sender, date, type, amount. No manual tagging, no folder sorting.

EU Data Residency

Your clients' sensitive financial documents stay in EU data centers. GDPR compliant by design, not by promise.

Frequently Asked Questions

Can I share documents with my clients?
Yes. Veluvanto supports workspace sharing. Invite clients to view specific documents without giving them access to your entire archive.
How does AI organization help accountants?
When you upload a document, AI automatically extracts the sender, date, amount, document type, and other metadata. For accountants, this means every invoice and receipt is instantly searchable — by client, date range, or amount. No manual sorting, no missing documents at tax time.
How does ISDS integration work?
Connect your Czech data box (datová schránka) credentials. Veluvanto automatically imports new messages and organizes them by sender and type. Available on Pro and Max plans.
Can I organize documents by client?
Yes. Use workspaces to separate client documents, or let AI auto-tag by entity/sender. Search across all clients or filter by specific ones.
Is Veluvanto secure enough for financial documents?
All data is encrypted at rest (SSE-C) and in transit (TLS). Hosted in EU data centers. AI processing uses zero-retention Enterprise API — your documents are never used for model training. GDPR compliant by design.

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