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.
Stop Chasing Clients for Documents
Accountants spend a surprising amount of their billable time not on accounting — but on requesting documents from clients. "Can you send me the October invoices?" "I still need that lease agreement." "Did you get the bank statement?" The back-and-forth over email eats hours every week, especially during tax season when every client needs attention at once.
With Veluvanto, clients can forward documents directly to your workspace's dedicated email address, or upload them through a shared workspace. Everything arrives pre-analyzed by AI — sender, date, amount, and document type are extracted automatically. No more chasing, no more manual sorting. Documents show up classified and ready to work with.
Audit-Ready in Minutes, Not Days
When an auditor asks for all invoices from a specific client for the last fiscal year, the clock starts ticking. In a traditional setup, that means opening folder after folder, cross-referencing spreadsheets, and hoping nothing was misfiled. For accountants managing dozens of clients, producing a complete, organized document package can take days.
Veluvanto's smart views let you filter documents by client, year, and document type in seconds. Search "invoices from Novak s.r.o. 2025" and get every matching document instantly. Export the results as a structured ZIP with metadata your auditor can actually use — one click, complete audit trail, done in minutes instead of days.
Related Guides
Invoice Management
AI extraction, search, and archiving for client invoices
Receipt Scanning
Process client receipts faster with AI classification
GDPR Document Management
Handling client data compliantly under EU regulations
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