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Description
Transform your document handling and enhance client management to prioritize consulting tasks. With seamless accounting, collaborate closely with your advisor to maintain focus on your primary business activities. Accounto significantly streamlines the partnership between small and medium-sized enterprises (SMEs) and trust firms. SMEs can easily upload their receipts to the Accounto platform, where the submitted documents are automatically categorized and assigned. Both SMEs and advisors have 24/7 access to these documents, enabling them to collaborate intuitively and effectively on our platform, which ensures that everything is stored in a manner compliant with audit standards. By employing our cutting-edge software solutions, we simplify complex processes and usher the fiduciary sector into a digital future. This enhanced efficiency not only prepares advisors for upcoming challenges but also allows SMEs to devote their energy to their essential business functions. Administration is handled instantly, with automatic identification of all relevant documents, ensuring a smooth workflow that benefits all parties involved. Ultimately, this innovative approach fosters deeper collaboration and paves the way for greater success in the competitive landscape.
Description
Prisidio ensures your life remains structured and shields you from disorder. Essential documents, such as wills and insurance policies, are maintained in an orderly fashion for easy access. You can compile a list of significant individuals in your life, granting them selective access to your digital files and pertinent information. Beyond the digital realm, it also assists in monitoring your physical assets and their respective locations. With Prisidio, you have a centralized, secure platform to manage all your crucial personal documents and information in a well-organized and current manner. It allows you to pinpoint and document your trusted circle, including family, friends, and professional advisors—such as your spouse, children, parents, doctors, lawyers, REALTORS®, and financial experts. Additionally, you can establish access rights and set up automatic triggers to ensure that the right individuals can reach the information they need at the appropriate moments. Moreover, Prisidio encourages you to identify all the sites where your important documents and information are stored, encompassing both digital storage solutions and physical locations. This comprehensive approach ensures that both your digital and physical assets are accounted for and easily managed.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$9.99 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Accounto
Country
Switzerland
Website
accounto.ch/en/
Vendor Details
Company Name
Prisidio
Founded
2020
Country
United States
Website
www.prisid.io
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Product Features
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
