From a3, Sage Despachos or Holded: the whole portfolio first, then each company with its journal, invoices and tax returns. And here, plainly, what Cofactu does not do yet.
Create a firm account See the comparison ↓The firm's panel orders the move this way. Steps 3 to 5 are done inside each company: you choose which one to continue with and return to the list when you finish. You do it yourself, with importers you review before confirming.
All the firm's companies at once: the client export from Sage Despachos, connected a3 or Holded, or a spreadsheet. It can be undone for 24 hours.
Sage Despachos (Excel/CSV) · a3 · Holded · Excel or CSV
Drag all the .p12 files at once: each is matched to its company by the NIF (Spanish tax ID) in the file name.
The year's journal entries from a3, Contasol, Sage or Holded, with their chart of accounts.
a3 · Contasol · Sage · Holded
The invoice history so the tax forms and Modelo 347 (annual third-party operations return) add up from day one.
Holded · Quipu · Sage · Billin · Contasol · Excel or CSV
The forms already filed with the previous software: they are the base for amended returns, for Modelo 390 (annual VAT summary) and for the annual summary.
See who is not ready for 1 January 2027 and switch them on in bulk: NIF, series, a test in the test environment, and production.
If your software is not listed, the four importers accept a spreadsheet and let you match the columns. Invoices come in as historical: they count in the books, but they are not issued again or sent to the AEAT.
| Software | Portfolio | General journal | Invoices | Payroll |
|---|---|---|---|---|
| a3a3ASESOR · a3innuva | a3 connector | a3 format | Excel or CSV | A3 NOM XML |
| SageDespachos and Sage 50 | Sage Despachos client export | Sage format | Sage 50 export | Sage Despachos file |
| Holded | Holded connector | Holded format | Holded export | Columns mapped by hand |
| Contasol | Excel or CSV | Contasol format | Contasol export | Columns mapped by hand |
| Quipu and Billin | Excel or CSV | Generic CSV | Quipu or Billin export | Columns mapped by hand |
| Nominet | Not applicable | Not applicable | Not applicable | Nominet CSV |
What each vendor publishes on its website or on its distributors' sites, checked on 23 October 2026. “Not published” does not mean they do not have it.
a3 a3ASESOR, a3innuva and a3doc · Sage Sage Despachos Connected · Cegid Cegid Diez and Portal del Asesor
What you notice in the first week: bringing the clients over and working with all of them at once.
| Feature | Cofactu | a3 | Sage | Cegid | Holded | Quipu | Anfix |
|---|---|---|---|---|---|---|---|
| Multi-client portfolio and switching between companies | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Migrating portfolio and accounting from a3, Sage and Holded | Yes: portfolio from Sage Despachos, a3 and Holded; journal and invoices | Not applicable | Not applicable | Not applicable | Partly | Partly | Not published |
| Team, roles and assignment per client | Yes | Yes | Yes | Yes | Yes | Not published | Yes |
| 2027 VeriFactu status per client and bulk activation | Yes: portfolio radar and bulk wizard | Not published | Not published | Not published | Not published | Not published | Not published |
| Native VeriFactu in the clients' own companies | Yes, free and unlimited | Yes | Yes | Yes (Contasimple) | Yes | Yes | Yes |
Calendar, forms and what gets filed. This is the gap that weighs the most today.
| Feature | Cofactu | a3 | Sage | Cegid | Holded | Quipu | Anfix |
|---|---|---|---|---|---|---|---|
| Tax calendar deduced from the profile and real usage | Yes | Not published | Not published | Not published | No | Not published | Not published |
| Preparing and reconciling forms in bulk | Yes | Unconfirmed | Unconfirmed | Yes | No | No | Partly |
| Direct and bulk filing of Modelo 303, 111, 115 and 390 | Partly: 190, 347 and 349 through TGVI (the AEAT's file-upload web service); the rest as a file for the AEAT portal | Yes | Unconfirmed | Yes | Not published | Not published | Partly |
| Receipts and dossier of what was filed | Yes | Yes | Not published | Yes | Not published | Not published | Not published |
| AEAT notifications for the whole portfolio | No | Yes (Portal Neos) | Not published | Not published | No | No | No |
| Certificates in custody with expiry alerts | Yes | Not published | Not published | Not published | No | No | No |
| Powers of representation monitored | Yes | Not published | Not published | Not published | No | No | No |
Asking for papers, talking to them and reviewing what they upload.
| Feature | Cofactu | a3 | Sage | Cegid | Holded | Quipu | Anfix |
|---|---|---|---|---|---|---|---|
| Client portal with the firm's brand | Yes (the brand, on Accounting Firm Pro) | Yes | Yes | Yes | Yes | Yes | Yes |
| Documentation requests with checklist and reminders | Yes | Partly | Not published | Not published | Not published | Partly | Not published |
| Messages with the client | Yes | Not published | Not published | Not published | Not published | Yes | Not published |
| Inbox for the whole portfolio with OCR and adviser validation | Yes | Partly | Not published | Not published | Partly | Yes | Yes |
| AI assistant and agent over the portfolio | Yes: Lucía and the portfolio MCP | Not published | Not published | Not published | Not published | Not published | Not published |
What traditional firm software does and Cofactu does not do yet.
| Feature | Cofactu | a3 | Sage | Cegid | Holded | Quipu | Anfix |
|---|---|---|---|---|---|---|---|
| Full personal income tax return (Modelo 100) | Partly: pre-filled business activity | Yes | Yes | Yes | No | No | No |
| Corporate income tax (Modelo 200/202) and modules (Modelo 131) | No (balance sheet and P&L, yes) | Yes | Yes | Yes | No | No | No |
| Payroll calculation, SILTRA/RED (Social Security systems) and Contrat@ | No: it imports the files from your software | Yes | Yes | Yes | No | No | No |
What the firm pays, published or not.
| Feature | Cofactu | a3 | Sage | Cegid | Holded | Quipu | Anfix |
|---|---|---|---|---|---|---|---|
| Firm price published | Yes: €89 and €199 a month | Not published | Not published | Not published | Yes (free partner access) | Not published | Not published |
Income tax, corporate tax and payroll, plainly: what Cofactu does today with each and what stays where you already do it.
Sage Despachos, A3 NOM, Nominet or the payslip PDF, which the AI reads. From them come the payslip, the journal entry and Modelo 111 and 190. The calculation, SILTRA and RED stay where they are.
The whole return is still done elsewhere: Cofactu does not calculate the full Modelo 100.
You do have the base: balance sheet, profit and loss and the annual accounts in XBRL for the Registro Mercantil (Commercial Registry).
Today it is not a service with a deadline. Migration is done with Cofactu's importers, in the order of the guide in the panel: portfolio, certificates, journal, invoices, previous returns and VeriFactu. If you get stuck, the team answers during business hours.
Yes, with its client export to Excel or CSV: Sage Despachos has no API to connect to. Cofactu joins first and last names of individuals, reads the type of person and the legal form, and leaves out clients that have been deregistered. From a3 and Holded, the portfolio arrives through their connector.
You review it row by row before confirming, and you can undo the whole batch for 24 hours.
No. They come in as historical: they count in the books and in the tax forms, but Cofactu does not issue them again or send them.
No. Cofactu does not calculate payroll or file in SILTRA: it imports the files from Sage Despachos, A3 NOM or Nominet, or the PDF, and uses them to make the payslip, the journal entry and Modelo 111 and 190.
Accounting Firm, €89 a month, up to 50 clients; Accounting Firm Pro, €199 a month, with unlimited clients. VeriFactu is free and unlimited in each client's company. No lock-in.
Because it records what each vendor publishes on its website or on its distributors' sites. “Not published” means we did not find it published, not that they do not have it.
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