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For Accountants

Grow your accounting firm with Holded

Management software that lets you collaborate with your clients in real time and ensures regulatory compliance.

No commitment · Setup in 5 min

Holded accountants dashboard

15,000+

connected SMBs

1,000+

partner firms

40 h

automated every month

Thousands of businesses already trust Holded

Dr. Bloom
The Are
Two Jeys
P.J. Lobster
Nude Project
Brava
Tascon
Unison
Dr. Bloom
The Are
Two Jeys
P.J. Lobster
Nude Project
Brava
Tascon
Unison

Features

Everything you need to manage your accounting firm

Expense scanner

Expense scanner

Digitize receipts and invoices instantly with OCR. Your clients upload documents and accounting entries are generated automatically.

Automated accounting

Automated accounting

Automatic journal entries, customizable chart of accounts, and up-to-date closings. Less manual work, more control.

Electronic invoicing

Create, send, and manage electronic invoices in compliance with current regulations. Verifactu-compatible and ready for mandatory e-invoicing.

Electronic invoicing
Nearly automatic taxes

Nearly automatic taxes

Tax forms pre-calculated with your clients' real data. Review, adjust, and submit in one click.

Bank reconciliation rules

Bank reconciliation rules

Connect your clients' bank accounts and create rules to reconcile transactions automatically.

Collaborative accounting

Collaborate with your clients in real time

Work with your clients in real time with all information accessible in the cloud. Save time and avoid workload peaks.

Shared cloud access

Firm and client work on the same platform, without sending files or waiting for updates.

Real-time updated information

Every invoice, expense, or transaction is reflected instantly for both parties.

Fewer manual exchanges

Eliminate emails with attachments. Everything is centralized and accessible in Holded.

Collaborative accounting between accountant and client

Join the accounting firms already growing with Holded

14-day free trial. No credit card. Cancel anytime.

Book a demo
Florencia D'Andrea

“Verifactu is an opportunity to collaborate more with our clients and, thanks to Holded's ease of use in this voluntary phase, accounting firms will be well prepared”.

Florencia D'Andrea

Director of Tax and Accounting, Lidera tu negocio

Certification

Become a Holded certified accounting firm

Learn all the secrets of our platform and discover how to work with collaborative accounting. With this training and certification, you'll have everything you need to manage your clients and offer them quality service with Holded.

Holded certified accountant badge

Everything your accounting firm needs

A platform designed for accounting firms to work efficiently with their clients.

Collaborative accounting

Work in real time with your clients on the same cloud platform.

Expense scanner

Digitize receipts and invoices with OCR. Documents are accounted for automatically.

Automated taxes

Pre-calculated tax forms ready for review and submission.

Electronic invoicing

Electronic invoices compliant with current regulations and Verifactu.

Bank reconciliation

Connect bank accounts and reconcile transactions with automatic rules.

Holded certification

Official training to master the platform and deliver the best service to your clients.

Frequently asked questions

Holded is invoicing software and much more for accounting firms and professional practices. It lets you centralize your clients' accounting, taxes, and administration on a single cloud platform.

Automate accounting, improve management, access real-time information, save time, and scale your client base.

It's a methodology where the firm and client share the same accounting data in real time. Clients upload invoices while the firm validates and automates.

Yes, but if both use Holded, collaboration is optimized. Collaborative accounting works best when both firm and client work on the same platform.

Create a firm account, set up your practice, onboard your clients, and start working in the cloud from day one.

Grow your accounting firm with Holded

14-day free trial. No credit card. Full access.

Book a demo