Every client’s books in one queue.
Approve transactions, request missing receipts, close VAT periods and export by Cyprus, EU and Non-EU. Free for your firm. You pay per client company.
Record the filed VAT return. The period locks.
When you record a VAT return (VAT4) as filed in Tax For All, every transaction in that period becomes read-only for the client. Nothing moves after the fact, and the figures you filed stay the figures in the books.
Excel exports split by origin.
Sales and expenses in separate sheets for Cyprus, EU and Non-EU, with VAT rate, VIES status and document reference on every line. Or download every document in the period as a ZIP, named by date and merchant.
Built for the way a firm works
Team roles
Viewers read, editors approve and request, admins invite staff and manage billing. Every approval carries the name of the person who made it.
Greek interface
The portal is in English and Greek today. Each team member chooses their own language. Clients see yours on every approval and request.
How clients join
A client invites you from their account with your firm email, or you add a client and they receive an invitation. Either way they appear in your queue the same day.
Firm account free. Pay per client company.
The firm account, team seats and practice dashboard are free. The firm pays per client company it manages.
- Clients who already pay for their own Pro subscription cost the firm nothing.
- The first two client companies are free.
- Tiers apply to every client company once you pass the threshold.
Bring your clients, keep your fees
You set your fee and bundle TidyBooks into it. Your clients deal with you, not with us: your firm name is on every approval, request and locked period.
| Client companies managed | Per client company, per month |
|---|---|
| First 2 | Free |
| 1 to 5 | €12 |
| 6 to 20 | €10 |
| 21 and more | €8 |
Questions firms ask
The client’s business owns its books. Your firm has access for as long as the client grants it. You can export everything at any time.
Open a free firm account
Two client companies free. Invite your team and your first clients today.