Title: Data room for accountants | The Dutch Dataroom
URL: https://thedutchdataroom.com/en/accountants/
Language: en

> PBC lists that show your client per item what is missing, annual accounts and tax files with AML identification, and recurring yearly requests.

ACCOUNTANCY

# Complete every year, without chasing.

Send your client a PBC list, see at once what has arrived and request the same documents again next year with one click.

WHAT YOU GET

## Set up for your practice.

Choose the file type and the dataroom is ready with the right structure, request lists and modules. Security, two-factor sign-in and the audit trail always apply.

### PBC list

The client sees per item what is still missing and delivers in their own portal.

### Annual accounts

A file with AML identification and a fixed structure.

### Tax return documents

Collect the documents for the return in one place.

### Recurring requests

Yearly request lists that are ready again on their own.

### Review per item

Approve, reject with a reason or request again.

### Audit trail and proof

Who delivered what and when, with an upload receipt per file.

**Deliberately not included:** No integration with accounting software, SBR or the Dutch tax authority.

FREQUENTLY ASKED QUESTIONS

## Good to know.

### Does it work with my accounting software?

There is no direct integration. You can build your own connections with the API.

### Can I reuse the PBC list every year?

Yes. Recurring requests put the list ready for your client again periodically.

### Does my client see only their own file?

Yes. Permissions apply per dataroom, group and document.

SEE FOR YOURSELF

## Start for free, no credit card.

Then continue for free with one dataroom, or choose the plan that fits your firm.

[Start for free](https://app.thedutchdataroom.com/trial)