Your accountant on TOCO or not, we'll make it work!
We just released a new version of TOCO where you can easily indicate your accountant and start collaborating.
Wether your accountant is on TOCO or not, we’ll make it work! 🤝
Hi, my name is Jonas, Lead Analyst of TOCO. As you could read in my previous blog, TOCO stands for Together Connected. The first and most important connection as an SME to smooth your financial administration, is the one with you accountant. We just released a new version of TOCO where you can easily indicate your accountant and start collaborating. Wether your accountant is on TOCO or not, we’ll make it work! 🤝
Indicate your accountant
As a first step TOCO needs to know who your accountant is before you can start collaborating. Go via the TOCO menu to Settings – Accounting where you can start the flow. As soon as you start typing the name or VAT number of your accountant, you will see suggestions of possible matches.
No worries, in order not to forget selecting your accountant, we’ll give you a hint above your Inbox.
From here on there are two possibilities: your accountant is on TOCO or not. When your accountant is on TOCO, there is a final approval of the accountant to accept you as Client. Once they accept, all is done and you can start sending documents from your TOCO Inbox to your accountant.
When your accountant is not yet on TOCO, you are asked to fill in your contact person details. You only need to fill in the name, e-mail and phone number. That’s it, all is set and done and you can now too send your documents from your TOCO Inbox to your accountant.
Accountant not on TOCO
As an accountant who is not yet on TOCO, you will receive an e-mail of the documents sent by the SME. This e-mail already indicates which document types and how many of them are transferred to you. The documents can be downloaded via a zip file, which will contain all documents grouped in folder per document type.