Cooperation between companies and their chartered accountants is essential to ensure rigorous and compliant financial management. However, this relationship can sometimes be hampered by time-consuming exchanges of documents, duplication or omissions of supporting documents.

With Azopio, these obstacles disappear. Thanks to a centralised, intuitive and secure platform, VSEs, SMEs, associations and educational establishments can now automate the transmission of accounting data and streamline exchanges with their chartered accountant. Find out how you can simplify your day-to-day work and strengthen collaboration with your chartered accountant at every stage.

Why work with your chartered accountant on Azopio?

Centralising documents, streamlining exchanges, saving time on reminders: good collaboration with your chartered accountant depends above all on simple, structured access to supporting documents.

Here are the main benefits:

• Real-time access to documents: your accountant can access synchronised purchase and sales invoices, receipts and bank reconciliations directly, without having to ask you for them.
  
• Less emails, less forgetting: no more exchanging emails or transferring large files. The expert has secure access to your space.
  
• Better organisation: thanks to the dashboards and filters, documents are automatically classified and identified (justified/unjustified), making it easier to check them.
  
• A secure, compliant space: all the data shared with the expert is stored securely on servers located in Europe, in compliance with the RGPD. You retain control over data access and confidentiality.

Centralising accounting documents in a shared space

No more scattered files, documents forgotten in an e-mail inbox or stored on different media. With Azopio, all your accounting documents are automatically collected and centralised in a single space, shared with your chartered accountant.

Purchase invoices, sales invoices, till receipts, receipts and other supporting documents are imported automatically from your emails, your scanner or from the interconnection with partner dematerialisation platforms (PDP).

Intelligent classification is applied as soon as you import: Azopio identifies the supplier, the date, the type of document, etc. This saves a considerable amount of time and ensures that your documents are always tidy and easy to find.

The chartered accountant has access to all these documents, without having to exchange emails or transfer them manually, with a real-time view that is up to date and free of duplicates.

Simplified tracking of accounting documents

Azopio makes tracking accounting documents clearer and easier, both for you and for your accountant. From your dashboard, you can see at a glance which documents are missing, which supporting documents have been collected and their status (validated, pending, reconciled, etc.).

The bank reconciliation function automatically matches transactions in your bank account with the corresponding supporting documents. This makes it easier to control flows and monitor VAT, receivables, payables and cash flow.

This gives your chartered accountant a complete and up-to-date picture of your business, enabling him or her to act more quickly and effectively, without having to call you back.

Ready-to-use accounting exports

With Azopio, there’s no longer any need to manipulate your data by hand or send useless files. In just a few clicks, you can generate accounting exports that are compatible with the main software packages on the market, such as Sage, Cegid and Charlemagne.

Accountants can set their own export formats to suit their organisation or software. The accounting entries are then structured, reliable and ready for import, which considerably reduces the risk of errors or restatements.

This time saving benefits everyone: you, so you can close your books more quickly, and your accountant, who can concentrate on analysis and advice rather than repetitive tasks.

Secure, personalised access for your practice

With Azopio, your accountant can access your workspace without an additional licence, with dedicated, secure and fully configurable access.

You can easily define access rights according to the user’s needs: document consultation, document downloading, validation or export, etc. Each user has a clear role and well-defined permissions, guaranteeing the confidentiality of sensitive data while facilitating collaboration.

The platform is designed to comply with the requirements of the RGPD. Authentication is secure, data is hosted in Europe, and every action is tracked. So your accountant can work in complete confidence, without fear of handling errors or compliance problems.

Better communication, a stronger relationship

By centralising all documents in one place and automating repetitive tasks, Azopio frees up time for what really matters: discussion and advice.

No more tedious back-and-forth emails, reminders about missing documents or misunderstandings about misplaced documents. Your accountant has real-time access to the information he needs to work efficiently.

This fluidity in communication allows you to build a calmer, more proactive relationship with your firm. It creates the ideal conditions for high-quality support, based on transparency, trust and greater responsiveness to accounting and tax issues.

Conclusion

Optimising collaboration with your chartered accountant not only saves time, it also strengthens a relationship that is essential to the successful management of your business. With its automatic data collection, secure sharing and intelligent tracking of accounting documents, Azopio simplifies every stage of working with your accountant.

By centralising data and streamlining exchanges, you can improve productivity, reduce errors and free up time for higher value-added exchanges.

What if you could turn your accounting collaboration into a real performance driver?