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Novadesko app Organisation and tools

Accountant access

Give your accountancy firm secure access to your sales, purchases, reports and bank documents, without sending your paperwork one file at a time.

Accountant access in action

An animated simulation of the app screen, step by step.

  1. Your linked firm, marked Default, with the Accepted status.
  2. Its access: sales, purchases, reports and bank documents.
  3. Link a fiduciary opens the directory search.
  4. More than 15,000 firms are listed.
  5. Type the firm’s name, VAT number or town.
  6. Click the firm to send it an invitation.
  7. The dialog closes.
  8. The firm appears as Pending until it accepts.
  9. Choose the users your accountant may contact.
Accountant access: the Accounting section with the linked firm, its access rights and the invitation of a second firm. Example screen: generic labels and illustrative amounts, no real data. Reduced motion: the screen stays on its final state, step through with the buttons.

What Accountant access does

The Accountant access module opens the Accounting section of the settings. There you look up your accountant in the Novadesko directory, which lists more than 15,000 firms, or invite them by email if they are not listed. The firm accepts the link from its own workspace.

Once the link is accepted, your accountancy firm views the documents you share from its own Novadesko workspace: sales, purchases, financial reports and bank documents. It downloads the PDF and XML files, the archives per VAT period and your reports, without you having to send anything.

On web.novadesko.com you choose each access separately and set how often documents are sent (monthly, quarterly or yearly). You also pick the users your accountant may contact in the messaging.

Who is it for?

Belgian self-employed people, companies and SMEs that work with an accountancy firm or a chartered accountant and want to stop sending their paperwork by email or on a USB stick.

  • Directory of firms

    Search for your firm by name, VAT number or town. Firms already on the platform carry the On Novadesko badge.

  • Chosen access

    Sales, purchases, financial reports and bank documents: on the web, each access is switched on separately.

  • Several firms

    Link several firms, for instance while you change accountant. The one marked Default receives the documents.

  • Sending settings

    Monthly, quarterly or yearly schedule, automatic sending date, reminders and sending confirmations.

  • Accounting contacts

    Directors can always be reached by the firm. Switch on the other users your accountant may contact.

  • Reversible link

    Remove a firm in one click: it loses access to your documents and is informed by email.

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