Good morning, Laura
- Active clients128
- Pending requests23
- Documents received today17
- Upcoming deadlines6
- Conversations awaiting reply12
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.
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
Technology built around real businesses.
Web · Product · Development · Automation · Artificial intelligence
+50 digital projects delivered by Digitup Studio. Without claiming specialisation where we don’t yet have public accountancy case studies.
An accountancy firm can have good software and still lose hours every day.
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Emails everywhere
Clients sending documents, questions, issues and requests to different people.
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WhatsApp becomes another CRM
Important conversations mixed among hundreds of messages.
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Scattered documentation
Emails, folders, Drive, server, ERP, WhatsApp and the client’s computer.
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Repetitive work
Requesting documents, chasing deadlines, copying information, drafting replies, classifying files.
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Information stuck with people
“Ask María — she knows where it is.”
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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.
- 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.”
- 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.
ACME SL
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
- 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.
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
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
- 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.
“Good morning, we’d like to hire…”
- Create request
- Assign to Laura
- Save document
- Prepare reply
07 / Private AI
Ask your accountancy firm
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.
08 / Documents
Documents can organise themselves
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Automatic classification
Invoice received → client, type, period and suggested folder.
- Client detected
- Type detected
- Period detected
- Suggested folder
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Data extraction
Tax ID, name, date, amount, company, period and document type.
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Renaming
IMG_18281.pdf
→ ACME_SL_Factura_Proveedor_2026-08.pdf -
Pending detection · August
Stop chasing every client manually
Configurable flows by client type: VIP, standard, sole trader, company, tax, employment or accounting.
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Day 1 · Email
“We need the corresponding documentation…”
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Day 3 · WhatsApp
“Hi Carlos, we’re still waiting…”
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Day 5 · Internal task
A follow-up is created for the team.
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Day 7 · Owner
Notify whoever owns the account.
09 / Control
So the system knows what needs to happen and when
- 12 tasks
- 3 pending clients
- 4 documents unreviewed
Form X · Payroll · Hires · Contracts · Filings
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.
“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
Good morning, Carlos.
A new client can start organised from day one
Smart form → data → services → documentation → users → owners → folders → tasks → portal → welcome.
Intake
Company form and data.
Structure
Services, folders and owners.
Kickoff
Initial tasks and portal access.
Welcome
Message and first requests.
Small processes that no longer need to be manual
An email arrives
- identifies client
- classifies
- summarises
- creates task
A WhatsApp arrives
- identifies client
- checks context
- proposes reply
- human validates
A document arrives
- identifies
- renames
- classifies
- saves
New client
- creates record
- generates structure
- requests documentation
- assigns owner
Missing documentation
- email reminder
- internal task
A deadline approaches
- checks status
- detects blockers
- 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
- Microsoft 365
- Google Workspace
- ERP
- Accounting
- Employment software
- CRM
- Drive / OneDrive
- Dropbox
- Server
- 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
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
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We sit down with your team
We understand tools, processes and real problems.
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We observe day-to-day work
Email, WhatsApp, documents, clients, tasks and software.
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We spot opportunities
What consumes time, what repeats, what causes errors, what depends on one person.
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We design the solution
Automation, integration, internal tool or platform.
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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.
- 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…
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Carlos sends 8 invoices via WhatsApp
The system identifies and organises them.
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An email arrives requesting an employee hire
The client is identified and a request is created.
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AI detects pending documentation from 11 clients
It sends the configured reminders.
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Laura opens ACME SL
She has documents, messages, tasks and context in front of her. She doesn’t search for anything.
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A client asks on WhatsApp
AI prepares the reply. Marta reviews it and hits send.
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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.
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