Good morning, Laura
- Active clients128
- Pending requests23
- Documents received today17
- Upcoming deadlines6
- Conversations awaiting reply12
Technology for accountancies · tax firms · professional practices
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.
Good morning, Laura
Carlos · López Bakery
“Sending the missing invoices.” · 4 documents → classified
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
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.
Clients sending documents, questions, issues and requests to different people.
Important conversations mixed among hundreds of messages.
Emails, folders, Drive, server, ERP, WhatsApp and the client’s computer.
Requesting documents, chasing deadlines, copying information, drafting replies, classifying files.
“Ask María — she knows where it is.”
One app for accounting, another for payroll, another for documents, another for CRM — and lots of manual work between them.
We can integrate existing tools, build automation layers or develop custom systems for the processes that are truly specific to your accountancy firm.
Digitup
01 / Digital presence
An accountancy firm constantly receives similar enquiries. The website can start working before your team replies.
02 / Acquisition
Instead of name, email and a generic message, we can build an intake that classifies the need.
ACME SL
Assign to Laura
03 / Visibility
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.
The biggest potential is behind it.
04 / Custom software
It doesn’t have to be another huge ERP. It can be a simple layer built exactly around how you operate.
Central dashboard
And if tomorrow you need another, we’ll build it.
Tax address change · Employee hire · Pending certificate
Invoices · Tax forms · Payroll · Contracts · Deeds
Email · WhatsApp · Phone — in one contextual thread
12 Aug — documentation · 20 Aug — payroll close · 30 Aug — filing
05 / WhatsApp
AI can reply. But a person can also step in at any time.
Send
A person is replying now. AI and the team work together.
ACME SL
2 documents missing to complete the monthly close.
López Hermanos SL
“We need to terminate…”
5 deadlines need attention
View team summary
06 / Communications
We don’t necessarily replace Gmail or Outlook. We can create a layer where your team sees client-related conversations.
“Sending the documentation…” · Owner: María
“Enquiry about hiring a worker…” · Owner: Carlos
“Have we already filed…?” · Unassigned
Every message can be analysed automatically: client, area, intent, urgency and suggested actions.
“Good morning, we’d like to hire…”
07 / Private AI
What do you need to know?
Clients · Documents · Conversations · Deadlines
One search contextualises client, emails, documents, WhatsApp, requests and tasks.
08 / Documents
Invoice received → client, type, period and suggested folder.
Tax ID, name, date, amount, company, period and document type.
IMG_18281.pdf
→ ACME_SL_Factura_Proveedor_2026-08.pdf
Configurable flows by client type: VIP, standard, sole trader, company, tax, employment or accounting.
“We need the corresponding documentation…”
“Hi Carlos, we’re still waiting…”
A follow-up is created for the team.
Notify whoever owns the account.
09 / Control
Form X · Payroll · Hires · Contracts · Filings
Incomplete documentation
8 clients are blocking the X close.
10 / Automatic documents
The system gathers available information, generates a first draft and the professional reviews before the final document.
AI checks client type, services, calendar and context — and proposes a reply ready to edit, send or hand to a human.
“When do I need to send the invoices?”
Proposed reply · Edit · Send · Hand to human
11 / Portal
Good morning, Carlos.
Smart form → data → services → documentation → users → owners → folders → tasks → portal → welcome.
Company form and data.
Services, folders and owners.
Initial tasks and portal access.
Message and first requests.
12 / Integrations
If you already use tools that work, we can integrate, sync, complement, migrate or build a new layer on top.
Digitup
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.
What we could build around how you actually work.
Email + WhatsApp + AI in an operational inbox.
All information for each client in one place.
Documentation organised automatically.
Documents, requests and communication.
Ask authorised information from your accountancy firm.
Smart onboarding and acquisition of new clients.
Request and track pending documentation.
Deadlines linked to clients and owners.
Contextual replies ready for review.
Automations around your process.
Internal knowledge in natural language.
Global view of operations, workload and blockers.
Laura — 18 · Marta — 26 · Carlos — 14
Tax 42% · Employment 31% · Accounting 22% · Other 5%
13 / Process
We understand tools, processes and real problems.
Email, WhatsApp, documents, clients, tasks and software.
What consumes time, what repeats, what causes errors, what depends on one person.
Automation, integration, internal tool or platform.
Design + development + AI. Then we add by impact.
It doesn’t mean custom is always better. It means that when how you work is specific enough, it’s worth considering.
We build in stages. Always prioritising what creates the most impact.
Hosting, APIs and services.
Uptime and errors.
Updates, reviews and backups when needed.
Connections, prompts and continuous improvement.
Each user accesses the information they’re allowed to see.
Critical workflows can require approval.
Logging of relevant actions when needed.
AI can be limited to approved information.
The system identifies and organises them.
The client is identified and a request is created.
It sends the configured reminders.
She has documents, messages, tasks and context in front of her. She doesn’t search for anything.
AI prepares the reply. Marta reviews it and hits send.
The system answers.
What you might be missing is a layer that connects everything.
Then we decide what makes sense: automate, integrate, improve or build.
What you use and what works.
How they arrive and who receives them.
Email, WhatsApp, phone.
Where it’s received and where it gets lost.
How it’s distributed and what gets stuck.
What a person shouldn’t be doing.
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.
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.
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.
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.
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.
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.
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.
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.
We’re not here to sell you a CRM. We want to understand how you work and find where technology can genuinely save time.
A process, a tool or an idea. That’s enough to start.
Or email us at hola@digitup.es