Question 1

How do I receive documentation from my clients on time?

Accepted Answer

You give each client access to their portal in Aprolio. You create a 'Pending Documentation' folder where you specify what you need. The client uploads their invoices, receipts, payrolls directly there. You receive automatic notification when they upload something. No more 'I'll send it tomorrow' that never arrives.

Question 2

How do I organize filings for multiple clients?

Accepted Answer

Aprolio organizes Client > Fiscal Year > Filings. For example: 'Company ABC > 2024 > VAT Q1, VAT Q2, Annual'. All history is perfectly ordered. When you need last year's VAT for reference, it's there instantly without digging through chaotic folders or months-old emails.

Question 3

Can I share drafts of filings before submitting?

Accepted Answer

Yes, you upload the draft to the client's portal. They review it, comment if they need adjustments, and you see their feedback directly in Aprolio. Once approved, you change the state to 'Approved' and upload the final submitted version. Everything is documented: what the client approved exactly and when.

Question 4

Is there a record of what documents each client delivered?

Accepted Answer

Yes, Aprolio automatically records who uploaded which document and when. If the client later says 'you never asked me for this', you have clear evidence of what documentation they delivered and when. This traceability protects you professionally and is key for audits.

Question 5

Can I access a client's fiscal history quickly?

Accepted Answer

Yes, everything is stored by fiscal year: filings, supporting documentation, correspondence with tax authorities. When you need to review something from last year or deliver history, it's all perfectly organized and accessible. It's your complete accounting archive per client without manual organization effort.

Question 6

Can I manage multiple clients without going crazy?

Accepted Answer

Yes, you see a dashboard with all your clients and the status of their tax obligations. You quickly identify who has pending documentation to deliver, who needs to file soon, who is up to date. You can manage 3x more clients without losing control because all information is centralized and updated.

Accountant / CPA

Software for Accountant / CPAs

✗ Without Aprolio

With Aprolio

Management Tool for Accountant / CPAs

Specific Features for Accountant / CPAs

Your workflow with Aprolio

Client uploads docs

Process

Share draft

File

Relevant use cases

Frequently Asked Questions

How do I receive documentation from my clients on time?

How do I organize filings for multiple clients?

Can I share drafts of filings before submitting?

Is there a record of what documents each client delivered?

Can I access a client's fiscal history quickly?

Can I manage multiple clients without going crazy?

Related roles

Lawyer / Legal Manager

Account Manager

Are you a Accountant / CPA?