IT Live for Accountants and Tax Specialists

<h2>Specifically for Accounting</h2><p>Accountants process hundreds of clients, each with invoices, receipts, and annual figures. IT Live provides a streamlined platform.</p><h3>Client Onboarding</h3><ul><li>Client fills out digital intake form</li><li>Automatic linking with Chamber of Commerce for company data</li><li>Power of attorney form digitally signed (DocuSign)</li><li>Onboarding checklist (articles of association, bank details, VAT number)</li><li>Client account active within 24 hours</li></ul><h3>Document Upload Portal</h3><ul><li>Client uploads receipts via app (photo with automatic OCR)</li><li>PDF invoices drag-and-drop</li><li>Monthly bundle sent to your inbox</li><li>Automatic tagging: expenses / income / private</li><li>OCR recognizes VAT number + amount — directly in accounting</li></ul><h3>Invoice Import</h3><p>Connections with:</p><ul><li>Exact Online (2-way sync)</li><li>Yuki, Snelstart, AFAS</li><li>iDEAL bank transactions via PSD2</li><li>Mollie, Stripe, PayPal for webshop clients</li></ul><h3>VAT Return</h3><p>Automatically every quarter:</p><ul><li>Calculates VAT totals from accounting</li><li>Submits via SBR-Wonen integration</li><li>Client receives PDF + confirmation of receipt</li><li>Reminder in advance for approval</li></ul><h3>Annual Figures</h3><p>Automatic generation of draft annual figures (profit and loss + balance) based on booked transactions. Accountant reviews and finalizes.</p>