Accounting firms · Native multi-client

Your clients invoice properly. You stop chasing paperwork.

Native multi-client, cross-client AEAT form filing, certificate vault and OCR inbox. And you don't have to drop your A3: Cofactu imports journals from A3, Contasol and Sage, and exports in their formats.

Client switch <2 s AES-256 encrypted vault No lock-in
The problem accounting firms face today

Holded and Quipu are single-company software. You manage 30, 50 or 100 companies at once.

Generalist SaaS tools force you to open N accounts, pay N subscriptions or share credentials. Cofactu is built from the ground up with an accounting-firm→clients hierarchy. Check the VeriFactu guide to understand what the regulation requires from each of your clients.

A single-company SaaS

  • Open N accounts, one per client
  • Pay N separate subscriptions
  • Share credentials across clients

With Cofactu

  • One single account for the whole portfolio
  • Clients isolated at the database level
  • Context switch in under 2 seconds
Key features

Everything an accounting firm needs, no paid add-on modules

Everything included in the Accounting Firm plan from day one. No complex setup, no third-party integrations.

Accounting firm → clients hierarchy

Native multi-client

Each client is an independent tenant. Switch clients in under 2 seconds from the top selector — no logout, no reload, no lost context.

T-90 / T-30 / T-7 alerts

Centralized certificate vault

Upload each client's .p12 certificate once (AES-256-GCM encrypted). Get email alerts when any certificate is approaching expiry. No last-minute surprises.

303 · 111 · 130 · 190 · 347 · 349

Cross-client AEAT forms

Client × form matrix: see at a glance which form is due for each client every quarter and file it from the app, with the AEAT confirmation CSV stored in the audit trail. No need to log into the AEAT portal.

Email → review queue

OCR document inbox

The client forwards supplier invoices to their company inbox. Cofactu processes them with OCR, extracts amounts and line items, and puts them in your review queue for 1-click approval.

Per-client health

Portfolio dashboard with traffic lights

A unified view of all your clients with health indicators: pending invoices, upcoming forms, certificates about to expire. The traffic light tells you where to act today.

Sector benchmark

Portfolio comparative analytics

Compare performance across clients in the same CNAE sector. Spot outliers, generate advisory reports in PDF with your logo, and deliver differentiated value to your clients.

Cross-client

Which form is due for each client, on a single screen

The client × form matrix tells you at a glance what's filed, what's ready and what's due. File with the AEAT using each client's certificate without leaving Cofactu.

Magic onboarding

New client onboarding in 8 minutes.

Create the client organization, upload the .p12 certificate, configure the tax ID and activate VeriFactu. It used to take 3-4 hours across portals. With Cofactu it's 8 minutes the first time — and the certificate stays in the encrypted vault, never to be hunted down again.

FAQ

Frequently asked questions from accounting firms

How long does it take to onboard a new client?
The onboarding flow is timed at 8 minutes: create the client organization, upload the .p12 certificate, configure the tax ID and activate VeriFactu. Before Cofactu, the same process with desktop software or multiple portals took 3 to 4 hours.
How does switching between clients work?
From the top-panel selector you pick the client and the view changes in under 2 seconds. No logout, no separate windows, no reloads. Client isolation is complete at the database level — each tenant has its own space.
Can I file forms for all my clients from the same account?
Yes. The client × form matrix gives you visibility into which forms (303, 111, 130, 115, 190, 347, 349) are due for each client. You can file directly with the AEAT using each client's certificate from the same interface. The confirmation CSV is archived in that client's audit trail.
Does the accounting firm plan include unlimited clients?
The Accounting Firm plan (€89/month) covers up to 50 clients. If your portfolio is larger, the Accounting Firm Pro plan (€199/month) extends to unlimited clients, white-label and API + SLA. Pricing is locked for 24 months from your signup date.
Is a DPA available to formalize the data processing agreement?
Yes. The DPA (data processing agreement) is available at /legal/privacidad and can be signed before activating any client. No need to open a ticket or wait for a sales response.

Start for free. Your first 10 clients onboard themselves.

Accounting Firm plan at €89/month. No lock-in. Price locked for 24 months. The founder replies in under 8h during business hours.