FOR ACCOUNTANTS
Your clients run sales, projects and daily business in helfin; you see their accounts in one cockpit, in « propose → approve » mode. For accountants, helfin is free — each client pays for their own plan.
FR · DE · EN · IT — A SWISS WEB APP, HOSTED IN SWITZERLAND
THE ACCOUNTANT MODE
You propose. The client approves. Every step stays traced.
Keep every client in an isolated dossier, with direct access — documents and messages included. No more heavy imports or email back-and-forth. For accountants, helfin is free, each client pays for their own plan.
WHY ACCOUNTANTS CHOOSE HELFIN
Each client fits on a card: health, result, open items, entries to approve, requested documents and unread messages. At a glance, you see where your attention should go — without opening ten dossiers.
The accountant proposes the entries, the owner approves them. Nothing is validated behind their back, and every step is traced — the logic the GeBüV expects, from start to finish.
Request a document, follow it through to receipt, and chat with your client — all within helfin. No more receipts scattered across the email inbox.
SWISS DOWN TO THE LAST LINE
Your clients' dossiers stay in Switzerland, on Swiss infrastructure — a web app hosted on encrypted Infomaniak servers, encrypted in transit. helfin speaks the formats you already use: take over a client's existing books, export a clean year-end dossier.
HOW IT WORKS
Create an isolated, empty dossier in which you keep the accounting. Each client/mandate lives in its own space — no leakage from one client to another — and appears at once as a card in your cockpit.
By invitation link — the owner gets full access to their part — or by read-only code for read-only access, without even creating an account. You choose the access level, client by client.
Open a request, for example « Q1 invoices ». The client sees it move from « pending » to « received », and drops their receipts straight into the dossier. No more email reminders, no more documents getting lost.
Your entries are proposals. The owner validates them, one by one or in batch, and everything is traced: who proposed, who approved, and when. The propose → approve logic protects both of your responsibilities.
A client you create stays under your full control until they subscribe to a paid plan. As soon as they take over their account, you switch to suggestion mode: you propose, they approve. The mandate continues, responsibility is clear.
THE ACCOUNTANT ⇄ CLIENT LINK IS AVAILABLE ON ANY PAID PLAN. · FOR ACCOUNTANTS, HELFIN IS FREE.
PARTNER PROGRAMME
Join the helfin partner programme: introduce helfin to your clients and, if you wish, appear on our map of recommended fiduciaries. No cost, no commitment.
No cost · no commitment · you stay in control of your listing.
Thank you! Your request is ready in your email app — just hit send.
Book a free personal demo of the cockpit and propose → approve workflow, by video or in person. Your firm pays nothing; each client chooses their plan.