For gestorías
and tax advisers
Accounting Firms
Software for Spanish accounting firms.
Your clients' invoicing.
Accounting Firms
Cofactu lets a gestoría (a Spanish tax and accounting firm) run many client companies from one multi-company view. Rank clients by tax risk, keep their digital certificates in one place and prepare their AEAT tax forms. Check the channel available to file each form. Each client keeps its own space; the firm never loses sight of the whole portfolio.
Managing many companies should not multiply your logins.
Cofactu brings your authorised clients into one portfolio. Each company keeps its own data and your team works with the permissions each person has. You can review documents without sharing passwords between people.
Collaborative access
Firm and client.
Without sharing a password.
Each client is an independent tenant. The firm's team works with the permissions it needs, and the client sees only its own space, never the rest of the portfolio.
Portfolio obligations One matrix to see
One matrix to see
what is due, for whom and when.
Tax forms make more sense across clients than one client at a time. The matrix lets you review obligations and status per client. Check the channel available for each filing and keep its receipt once it has been filed.
See the tax forms →The firm sees the whole.
Each client keeps the detail.
01 · Firm → clients hierarchy
Multi-client by design
Each client keeps its own organisation. Use the selector to work in the space you are authorised for, and check the active client before you review documents.
02 · Alerts at T-90 / T-30 / T-7
Central certificate vault
Upload each client's .p12 digital certificate once (encrypted with AES-256-GCM). You get an email alert when any certificate is close to expiry. No last-minute surprises.
03 · 303 · 111 · 115 · 190 · 347 · 349
AEAT forms across clients
See the obligations and review the calculations per client. You can generate official files for Modelo 303 (quarterly VAT), 111 and 115 (withholdings), and Modelo 130 as a draft to complete on the AEAT portal; check the channel available and the filing status of each form.
04 · Email → review queue
OCR document inbox
Your client forwards supplier invoices to their company's inbox. Cofactu reads them with OCR, extracts amounts and descriptions, and puts them in your review queue to approve with one click.
05 · Health per client
Portfolio panel with traffic lights
One 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.
06 · Sector benchmark
Portfolio benchmarking
Compare performance between clients in the same CNAE sector (Spanish activity code). Spot outliers, generate advisory PDF reports with your logo and give your clients something extra.
Magic onboarding
Set up your next client's space.
Create the client organisation, upload the .p12 certificate, set the NIF (Spanish tax ID) and switch on VeriFactu. The certificate stays in the encrypted vault; review the tax profile and permissions before you start.
See the step-by-step flow → Create a firm account →
Their operations.
Your administrative review.
A haulier can issue manual DeCA (the electronic transport control document, documento electrónico de control) for free and add operations management when it needs it. The firm works with invoices, expenses and obligations through the access it has been given.
The DeCA documents the transport; it does not replace the invoice. Agree who prepares each document and what the firm reviews. The firm's plans and the logistics operation plans have different scopes.
Resources for accounting firms
Context for every conversation
with your portfolio.
FAQ
Questions from a
growing accounting firm.
Onboarding, switching clients, tax forms, plans and data processing.
It depends on the documents and permissions you have. Onboarding prepares the client's organisation; after that you review their details and set up the functions they will use. Document recognition helps fill in information, but it does not replace that review.
Select the authorised client from the firm's panel. Each organisation keeps its own space and permissions. Always check the active client before making changes.
Yes. The client × form matrix shows which obligations may apply to each client and lets you review the calculations. Today you can generate official files for Modelo 303, 111 and 115; Modelo 130 comes out as a draft to complete on the AEAT portal together with the client.
The Accounting Firm plan (€89 a month) covers up to 50 clients. If your portfolio is larger, Accounting Firm Pro (€199 a month) extends it to unlimited clients and white-label. Any price increase is announced at least 30 days in advance.
You can read Cofactu's data processing agreement at /legal/dpa. Check its scope and the terms that apply to your firm and its clients.
Accounting Firm plan at €89/month. No lock-in. 30 days' notice of any price rise. The team answers during business hours (Spain).
