FAQ
Frequently asked questions
Answers to the questions we hear most often.
Portal
How do I get access to the client portal?
Your account is created by the office. You will receive an email with instructions or your initial sign-in details from us; when you sign in for the first time you set your own password.
Are the documents I upload secure?
Yes. Documents are stored encrypted in a location that is not accessible from the internet, and every download is logged (who, what, when).
Invoicing
How do I send an invoicing order?
In the portal, go to "Invoicing orders" → "New order". Enter your customer's Tax ID (AFM) – the business name is filled in automatically – and describe the service and the amount. You will be kept informed at every step until the document is issued.
Appointments
Can I book an appointment online?
Yes. On the "Appointments" page you choose whether you would like a meeting at the office, a phone call or a video call, and a time that suits you. The appointment is valid once we confirm it.
Tax
How many years must I keep my documents?
As a rule, for as long as a tax audit can be carried out (usually 5 years from the end of the year in which the return was filed), and in some cases longer. Ask us about your own situation.
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