Accounting firm
Financial statements, tax returns, F24 forms, mandates, contracts: an accounting firm lives on documents moving between partners, staff and clients. Kamzan gathers them in a single Italian ecosystem, with full tracking and integrated e-signature.
The evolution of sharing
A reserved area with the firm’s logo, where clients find everything by themselves
Each client logs in with their own credentials to an area carrying your firm’s name and colours — connectable to the website you already have — and finds financial statements, deeds, company registry extracts, F24 forms, certificates and payslips in tidy folders. No more “could you send me that document again?”: it’s there, always.
With the Kamzan ecosystem the same environment also handles the signing of mandates, the recurring collection of invoices and the client directory. Fewer calls, fewer e-mails, more time for the work that matters.
What an accounting firm needs
The recurring needs of a firm, from the sole practitioner to the multi-office network.
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Document exchange with clients
Financial statements, tax returns, F24 and VAT forms: tracked two-way exchange, without endless e-mails or USB sticks.
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E-signature of mandates
Mandates, powers of attorney and F24 forms signed electronically with legal value, without printing and re-scanning.
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Granular permissions
Each client sees only their own area; each staff member only the files assigned to them. Full auditing of every access.
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Compliant preservation
Accounting documents preserved in line with civil and tax retention periods, quick to retrieve when needed.
The document flow between client and firm
A concrete example: from receiving invoices to filing the financial statements, every step stays tracked in Kamzan.
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1 Client → Firm The client uploads invoices, ledgers and documents into a reserved area.
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2 Client → Firm The firm receives a structured upload (e.g. the month’s invoices) through a recurring flow.
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3 Firm → Client The firm sends F24 forms and mandates for e-signature: the client signs directly online.
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4 Firm → Client Financial statements, returns and receipts go back to the client’s reserved area, archived in compliance.
Files
What you share
The documents that go from the firm to clients — and back
Everything that today travels by e-mail, certified mail or USB stick gets a dedicated folder, with upload and read notifications.
- Financial statements and notes
- Income tax returns and VAT forms
- F24 forms and taxes due
- Deeds, company registry extracts and certificates
- Invoices and ledgers coming from the client
- Mandates and powers of attorney to sign
- Payslips and tax certificates, also extracted from the payroll ledger
- Contracts and correspondence with public bodies
Real communication between firm and clients
Both sides save time: the firm stops chasing, the client stops asking.
For the firm
- Reserved area connectable to the firm’s website, where clients upload and download on their own according to the permissions granted.
- Cloneable folder structures: the same organisation for every client, without rebuilding it by hand.
- Upload and read notification for every shared document.
- File versions: every change is tracked and can be restored.
- Directory and calendars shared between the firm’s users, with integrated video meetings.
- Payslips extracted from the payroll ledger and delivered automatically to the right employee, by tax code.
For the client
- Access with their own credentials to the firm’s documents, from any device.
- Upload of invoices and documents into the right folder, without e-mail attachments.
- Tidy, easy-to-navigate folder structure for every type of document.
- Payslips and tax certificates that arrive by themselves in the dedicated folder, always available.
- E-mail alert for every new document uploaded by the firm.
Beyond sharing
The functions that make the difference in the firm
Born from the requests of firms that use Kamzan every day, they are already included in the ecosystem.
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Read notification
You know when the client opened the financial statements or the F24: no more “I didn’t see it”.
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Certain date with timestamp
With kSign you give a certain date and integrity to the documents that matter, ready to hold up in a dispute.
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Watermark and read-only
The shared PDF carries the recipient’s e-mail as a watermark; you can block download and printing.
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Compliant preservation
Accounting documents stay preserved in line with civil and tax retention periods.
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100% your brand
The firm’s logo, colours and domain on the platform, sharing pages and e-mails.
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Online meetings with clients
With kMeeting you hold the financial-statements meeting remotely, with the documents already at hand.
Kamzan products for the accountant
The firm doesn’t use a single product: it combines the ecosystem’s modules according to its priorities.
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Files
Reserved client area, two-way exchange of accounting documents with granular permissions and version history.
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kSign
Simple and qualified e-signature for mandates, F24 forms, contracts and powers of attorney: legal value, fully paperless.
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Flow
Upload flows for the recurring collection of documents from clients (e.g. monthly invoices, ledgers).
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kontacts
Central client directory, syncable with the devices of the firm’s staff.
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We evaluated many alternatives but Kamzan immediately proved to be the ideal platform for our goal, also because, unlike its competitors, Kamzan doesn’t send a single promotional e-mail to the users registered on the platform — something essential for us.
Alex