Technology for accountancies · tax firms · professional practices

Custom software & AI for accountancy firms

Fewer repetitive tasks. Less scattered information. More time for your clients.

We design websites, internal tools, automations and AI systems adapted to how your accountancy firm actually works.

  • Tax
  • Employment
  • Accounting
  • Corporate
  • Administration
  • Without forcing you to change processes that already work.
  • No generic software packed with modules you don’t need.
Accountancy OSToday

Good morning, Laura

  • Active clients128
  • Pending requests23
  • Documents received today17
  • Upcoming deadlines6
  • Conversations awaiting reply12

WhatsApp

Carlos · López Bakery

“Sending the missing invoices.” · 4 documents → classified

Email

RE: August payroll

Client ACME SL · Employment · Schedule change · Marta

Document

Modelo 303.pdf

ACME SL · Q2 2026 · Tax return

Alert

Pending documentation

3 clients still haven’t sent what’s needed

Technology built around real businesses.

Web · Product · Development · Automation · Artificial intelligence

+50 digital projects delivered by Digitup Studio since the start. We don’t yet publish accountancy firm case studies: on the first call we show you projects with similar problems.

An accountancy firm can have good software and still lose hours every day.

  • Emails everywhere

    Clients sending documents, questions, issues and requests to different people.

  • WhatsApp becomes another CRM

    Important conversations mixed among hundreds of messages.

  • Scattered documentation

    Emails, folders, Drive, server, ERP, WhatsApp and the client’s computer.

  • Repetitive work

    Requesting documents, chasing deadlines, copying information, drafting replies, classifying files.

  • Information stuck with people

    “Ask María — she knows where it is.”

  • Disconnected tools

    One app for accounting, another for payroll, another for documents, another for CRM — and lots of manual work between them.

We don’t want to replace all your software. We want everything to work better together.

We can integrate existing tools, build automation layers or develop custom systems for the processes that are truly specific to your accountancy firm.

  • Email
  • WhatsApp
  • ERP
  • Accounting
  • Payroll
  • Drive
  • Server
  • CRM

Digitup

  • Automation
  • IA
  • Dashboard
  • Portal
  • Notifications
  • Custom tools

01 / Digital presence

A website that isn’t just your business card

An accountancy firm constantly receives similar enquiries. The website can start working before your team replies.

  • “I want to become a sole trader.”
  • “I need to change tax advisor.”
  • “I’m hiring my first employee.”
  • “I want to create a company.”
  • “I’ve received a tax notice.”
  • “I need tax advice.”
Typographic composition of a modern accountancy website: tax, employment and accounting
  • Custom UX/UI
  • Technical SEO
  • Mobile first
  • Fast loading
  • Smart forms
  • Anti-spam protection

02 / Acquisition

The form can prepare the work before the first call

Instead of name, email and a generic message, we can build an intake that classifies the need.

What do you need?
  • Number of employees
  • Legal form
  • Approximate revenue
  • Current services
  • Software in use
  • Expected switch date
  • Type of activity
  • Expected partners
  • Desired legal form
  • Sole trader / limited company need
  • Sole trader or company
  • Taxes that concern you
  • Urgency (notice, filing, consultation)
  • Hires, terminations or contracts
  • Number of workers
  • Collective agreement / sector
Prepared leadHigh

ACME SL

Employees
12
Services
Tax + Employment + Accounting
Current provider
—
Expected switch
September

Assign to Laura

03 / Visibility

Ready for how new clients search today

We build a solid technical foundation for traditional ranking and new discovery systems. We don’t promise to magically appear in ChatGPT: we build a technically correct, structured website that’s easy to interpret.

  • Technical SEO
  • Sitemap
  • Metadata
  • Structured Data
  • Canonical
  • Search Console
  • Core Web Vitals
  • Semantic architecture
  • IndexNow
  • llms.txt

But the website is only the entrance.

The biggest potential is behind it.

04 / Custom software

Your accountancy firm’s operating system

It doesn’t have to be another huge ERP. It can be a simple layer built exactly around how you operate.

Central dashboard

  • Clients
  • Companies
  • Tax
  • Employment
  • Accounting
  • Documents
  • Requests
  • Tasks
  • Deadlines
  • Conversations
  • IA

Only the features you need.

And if tomorrow you need another, we’ll build it.

All the important client information in one place

Client 360ºACME SL
CIF
B12345678
Contact
Carlos López
Owner
Laura
  • Tax
  • Employment
  • Accounting

Open requests

Tax address change · Employee hire · Pending certificate

2026 documentation

Invoices · Tax forms · Payroll · Contracts · Deeds

Communication

Email · WhatsApp · Phone — in one contextual thread

Upcoming events

12 Aug — documentation · 20 Aug — payroll close · 30 Aug — filing

05 / WhatsApp

If your clients already use WhatsApp, let’s make it part of the system

AI can reply. But a person can also step in at any time.

  • Receive messages and identify the client
  • Check context and receive documents
  • Classify files and request documentation
  • Draft replies and send reminders
  • Route, assign an owner and human takeover
Client · Carlos Hi Marta, sending the missing invoices.
  • factura1.pdf
  • factura2.pdf
  • factura3.pdf
System
  • Client identified
  • 3 documents received
  • Classified as invoices
  • Added to the August period
Client Anything else missing?
AI draft “Hi Carlos. We’ve received the three invoices. Still pending…”

Send

Marta has joined the conversation

A person is replying now. AI and the team work together.

WhatsApp for clients. Telegram can also be perfect for the team.

Digitup AssistantTelegram

ACME SL

2 documents missing to complete the monthly close.

Important messageEmployment

López Hermanos SL

“We need to terminate…”

Weekly summary

5 deadlines need attention

View team summary

06 / Communications

Email and messaging in a single work inbox

We don’t necessarily replace Gmail or Outlook. We can create a layer where your team sees client-related conversations.

  • All
  • Email
  • WhatsApp
  • Pending
  • Urgent
  • Unassigned

ACME SL WhatsApp

“Sending the documentation…” · Owner: María

López Hardware Email

“Enquiry about hiring a worker…” · Owner: Carlos

Innova Consulting WhatsApp

“Have we already filed…?” · Unassigned

An inbox that understands what’s going on

Every message can be analysed automatically: client, area, intent, urgency and suggested actions.

Email receivedIA

“Good morning, we’d like to hire…”

Client
ACME SL
Area
Employment
Intent
Employee hire
Urgency
Normal
Documents
DNI.pdf
  • Create request
  • Assign to Laura
  • Save document
  • Prepare reply

07 / Private AI

Ask your accountancy firm

Internal copilotAuthorised sources

What do you need to know?

Clients · Documents · Conversations · Deadlines

  • “Which clients still haven’t sent documentation this month?”

  • “Summarise everything that happened with ACME SL this week.”

  • “Which documents are missing from López Hermanos?”

  • “Find all communications related to the inspection.”

  • “Which clients have contracts ending this month?”

  • “Prepare a summary before calling this client.”

Stop searching in 7 different places

One search contextualises client, emails, documents, WhatsApp, requests and tasks.

Global searchJosé Martínez
Client
1 ficha
Company
related
Emails
5
Documents
12
WhatsApp
3
Requests
2
Tasks
4

08 / Documents

Documents can organise themselves

  • Automatic classification

    Invoice received → client, type, period and suggested folder.

    • Client detected
    • Type detected
    • Period detected
    • Suggested folder
  • Data extraction

    Tax ID, name, date, amount, company, period and document type.

  • Renaming

    IMG_18281.pdf
    → ACME_SL_Factura_Proveedor_2026-08.pdf

  • Pending detection · August

    Invoices
    ready
    Bank statements
    ready
    Payroll
    ready
    Previous return
    ready
    Contract
    pending

Stop chasing every client manually

Configurable flows by client type: VIP, standard, sole trader, company, tax, employment or accounting.

  1. Day 1 · Email

    “We need the corresponding documentation…”

  2. Day 3 · WhatsApp

    “Hi Carlos, we’re still waiting…”

  3. Day 5 · Internal task

    A follow-up is created for the team.

  4. Day 7 · Owner

    Notify whoever owns the account.

09 / Control

So the system knows what needs to happen and when

Today
  • 12 tasks
  • 3 pending clients
  • 4 documents unreviewed
This week

Form X · Payroll · Hires · Contracts · Filings

AlertIA

Incomplete documentation

8 clients are blocking the X close.

10 / Automatic documents

Turn templates into tools

The system gathers available information, generates a first draft and the professional reviews before the final document.

  • Certificate
  • Communication
  • Contract
  • Letter
  • Report

Less time writing the same reply twenty times

AI checks client type, services, calendar and context — and proposes a reply ready to edit, send or hand to a human.

Client asks

“When do I need to send the invoices?”

Proposed reply · Edit · Send · Hand to human

11 / Portal

A space where the client can find answers without having to ask

Client portalACME SL

Good morning, Carlos.

August documentation
8 received · 2 pending
Request
Employee hire · In progress
Next step
Send contract · before 18 Aug

A new client can start organised from day one

Smart form → data → services → documentation → users → owners → folders → tasks → portal → welcome.

  1. Intake

    Company form and data.

  2. Structure

    Services, folders and owners.

  3. Kickoff

    Initial tasks and portal access.

  4. Welcome

    Message and first requests.

Small processes that no longer need to be manual

An email arrives

  1. identifies client
  2. classifies
  3. summarises
  4. creates task

A WhatsApp arrives

  1. identifies client
  2. checks context
  3. proposes reply
  4. human validates

A document arrives

  1. identifies
  2. renames
  3. classifies
  4. saves

New client

  1. creates record
  2. generates structure
  3. requests documentation
  4. assigns owner

Missing documentation

  1. email reminder
  2. WhatsApp
  3. internal task

A deadline approaches

  1. checks status
  2. detects blockers
  3. notifies owner

12 / Integrations

You don’t have to start from scratch

If you already use tools that work, we can integrate, sync, complement, migrate or build a new layer on top.

Digitup

  • Email
  • Microsoft 365
  • Google Workspace
  • ERP
  • Accounting
  • Employment software
  • CRM
  • Drive / OneDrive
  • Dropbox
  • Server
  • WhatsApp
  • Telegram
  • APIs

We don’t build something new when a better solution already exists.

If a standard tool perfectly solves a need, we can integrate it. We reserve custom development for specific processes, your own automations, team experience, tool integration and internal information.

Some possibilities

What we could build around how you actually work.

  • AI Inbox

    Email + WhatsApp + AI in an operational inbox.

  • Client 360

    All information for each client in one place.

  • Document Hub

    Documentation organised automatically.

  • Client Portal

    Documents, requests and communication.

  • Internal copilot

    Ask authorised information from your accountancy firm.

  • Smart Intake

    Smart onboarding and acquisition of new clients.

  • Document Collector

    Request and track pending documentation.

  • Deadline Manager

    Deadlines linked to clients and owners.

  • AI Reply Assistant

    Contextual replies ready for review.

  • Workflow Builder

    Automations around your process.

  • Knowledge Base

    Internal knowledge in natural language.

  • Management Dashboard

    Global view of operations, workload and blockers.

Know what’s happening without asking five people

Today

Active clients
418
Open requests
54
Waiting on client
23
Waiting on team
19
Urgent
12

Team load

Laura — 18 · Marta — 26 · Carlos — 14

Areas

Tax 42% · Employment 31% · Accounting 22% · Other 5%

Alerts

  • 8 clients blocked by documentation
  • 3 conversations unanswered >24h
  • 7 tasks nearing deadline

13 / Process

Before we build, we need to understand how your accountancy firm works

  1. We sit down with your team

    We understand tools, processes and real problems.

  2. We observe day-to-day work

    Email, WhatsApp, documents, clients, tasks and software.

  3. We spot opportunities

    What consumes time, what repeats, what causes errors, what depends on one person.

  4. We design the solution

    Automation, integration, internal tool or platform.

  5. We build and evolve

    Design + development + AI. Then we add by impact.

Generic software vs adapted software

It doesn’t mean custom is always better. It means that when how you work is specific enough, it’s worth considering.

Standard software

  • The system defines the process
  • The team has to adapt
  • Many features
  • Limited integrations
  • Vendor roadmap

Digitup

  • Your process defines the system
  • We build what’s needed
  • We integrate existing tools
  • We can evolve it
  • AI adapted to your context

It doesn’t have to stop at the first version

We build in stages. Always prioritising what creates the most impact.

  • WhatsApp
  • AI Inbox
  • Documents
  • Portal
  • Automations
  • Copilot

We can keep owning the technical side

  • Infrastructure

    Hosting, APIs and services.

  • Monitoring

    Uptime and errors.

  • Security and backups

    Updates, reviews and backups when needed.

  • Integrations & AI

    Connections, prompts and continuous improvement.

Automation doesn’t mean losing control

  • Permissions

    Each user accesses the information they’re allowed to see.

  • Human review

    Critical workflows can require approval.

  • History

    Logging of relevant actions when needed.

  • Authorised sources

    AI can be limited to approved information.

Imagine that tomorrow…

  1. Carlos sends 8 invoices via WhatsApp

    The system identifies and organises them.

  2. An email arrives requesting an employee hire

    The client is identified and a request is created.

  3. AI detects pending documentation from 11 clients

    It sends the configured reminders.

  4. Laura opens ACME SL

    She has documents, messages, tasks and context in front of her. She doesn’t search for anything.

  5. A client asks on WhatsApp

    AI prepares the reply. Marta reviews it and hits send.

  6. Management checks what’s blocked

    The system answers.

None of these things is spectacular on its own. Together they can change an accountancy firm’s day to day.

You probably already have the software needed to do your work.

What you might be missing is a layer that connects everything.

You don’t need to arrive with a solution already figured out

Then we decide what makes sense: automate, integrate, improve or build.

  • Current software

    What you use and what works.

  • Incoming requests

    How they arrive and who receives them.

  • Communication

    Email, WhatsApp, phone.

  • Documentation

    Where it’s received and where it gets lost.

  • Work assignment

    How it’s distributed and what gets stuck.

  • Repeated tasks

    What a person shouldn’t be doing.

Frequently asked questions

How much does custom software for an accountancy firm cost?

Digitup Studio projects start at €1,000 and are delivered from 2 weeks. Above that minimum, the price depends on what the system has to do, which channels work comes in through (web, email, WhatsApp), which tools it connects to (email, shared folders, accounting software, CRM) and how much documentation it handles. A website assistant with your firm’s information sits closer to the minimum; integrations or a bespoke internal system raise the price. Depending on the project, payment can be by milestones, spread over 6 or 12 months, or a monthly fee, as we explain on our ways of working page.

How long does it take to get a first version running?

The minimum delivery time is 2 weeks, for small, well-defined scopes. A first working version can usually be validated within weeks if the scope is clear; if several tools must be connected or a client portal built, the work is organised in more phases. We don’t work to a standard number of weeks: we set the schedule once we understand how your firm operates and, as with any custom software, we build in stages, starting with whatever has the most impact, such as document intake or email sorting. If you need something ready in under 2 weeks, we’re not the right option.

Can it connect to the accounting software, payroll software or ERP we already use?

Usually yes: the idea is to work with what you already use, not start from scratch. We can connect Microsoft 365, Outlook, Gmail, Google Workspace, Drive, OneDrive, Dropbox, your own server, ERP, CRM, WhatsApp and Telegram. With accounting or payroll software, the integration depends on it offering an API or a reliable data export, and that is the first thing we check, before committing to anything. If a tool works, it stays: we build a layer on top, sync data or migrate in parts. The usual approach is to join up what you already have with automations that stop people copying information by hand from one program to another.

How is our clients’ data protected, and what about confidentiality?

An accountancy firm handles tax, payroll and banking data of its clients and their employees, so each workflow is designed around how sensitive the information is: per-user permissions, data separation, action logs, protected credentials, backups and human review at critical steps. The AI provider and model are chosen together with you based on privacy, cost and type of task, and an internal copilot can be limited to authorised sources through RAG. As data controller, the firm decides how to meet GDPR and its duty of confidentiality: we don’t give legal advice, and we build to the requirements you set.

Which accountancy tasks can be automated, and which can’t?

Repetitive work around documents and messages automates well: identifying the client writing by email or WhatsApp, sorting and renaming invoices, payslips and tax forms, extracting tax IDs, dates, amounts and periods, chasing missing documents with reminders, creating requests and tasks, flagging deadlines and preparing drafts from your templates. On WhatsApp, an AI assistant can handle the simple things and pass the conversation to a person. What we don’t automate is professional judgement: how a transaction is taxed, reviewing and filing a return, replying to a tax authority request or signing. AI organises and prepares; the advisor reviews and decides.

Who runs the project at Digitup Studio?

Digitup Studio is a technical studio in Madrid, founded in 2019 and led directly by its two partners. Stas Nikitin, CEO, handles product, business definition and project management; Anton Zverev, CTO, leads architecture and development, with more than 10 years building digital products. They are your contacts from start to finish, and the project doesn’t pass to a junior team after the first meeting. Depending on what is needed, specialists from our network in UX/UI, frontend, backend, data or AI join in, but the people responsible don’t change. You speak with the people who make the decisions.

Do you have published case studies for accountancy or tax advisory firms?

Not yet: our website doesn’t publish any case study of an accountancy or tax advisory firm, and we would rather say so than pretend a specialisation we can’t yet show. We have built more than 50 projects since the start, and our case studies include systems with similar logic: the back office with job assignment and statuses we built from scratch for Tasaciones.com, the internal order system with notifications for Deliciosos Ramos, or the RAG over the cruise catalogue for Mundomar Cruceros. On the first call we show you the projects closest to your case.

How do we start working with Digitup Studio?

With a 30-minute, no-obligation call with Anton Zverev, the CTO. You don’t need to arrive with a solution in mind: it’s enough to tell us which software you use, how requests arrive, where documentation is received and which tasks repeat every day. We review the case, propose a technical approach and phases, and also tell you if we think it isn’t worth building. If it fits, we start with a first, tightly scoped version. If you’d rather have a full analysis before deciding, with a process map and prioritised opportunities, we can begin with an AI audit.

How many hours does your accountancy firm lose on things that could happen automatically?

We’re not here to sell you a CRM. We want to understand how you work and find where technology can genuinely save time.

Let’s talk

A process, a tool or an idea. That’s enough to start.

Or email us at hola@digitup.es

Your accountancy firm already has its own processes. Technology should adapt to them.

Digitup Studio Madrid · Valencia · Remote hola@digitup.es