Effortless Client Collaboration for Modern-day Accountants
The benefits for accounting firms of any size
All you need. In one place.
Designed exclusively to your brand
TOCO can be fully tailored to your corporate identity – after all, it’s in your brand that your clients put their trust.
Let automation work for you
We don’t reinvent the hot water. We prefer to connect to best-in-class tools that you and your clients already use today.
Seamless accountant integration
Smooth, passwordless onboarding
TOCO is a turn-key solution. Clients are automagically invited and onboarded based on your CRM data.
Flawless document exchange
By enabling your clients with best-in-class document exchange tools, you can stop chasing your clients for these missing documents. Dossiers will now be timely, accurate and complete so you can focus on more value-added services.
Stay in the know
TOCO automagically pushes PDF reports, data and notifications from tools like Silverfin to your branded apps or attaches them to branded emails.
Sign documents instantly
Activate electronic signatures so important documents like engagement letters and annual reports can be signed instantly. Keep your business moving forward.
Pay invoices instantly
Activate electronic payments so invoices can be paid instantly by QR-code and PSD2. It’s safe and secure.