The management software that allows you to collaborate with your clients in real time and ensures regulatory compliance.
Digitize expense receipts and convert them into accounting documents. Centralize all info in Holded for precise control.
Every invoice issued in Holded generates an entry in the journal, which is always up to date. No mismatches, no stress.
Create customized invoices in Holded, always complying with current regulations and Verifactu.
File tax forms directly from Holded. You have multiple forms available, such as 200, 202, 303, 347, and others.
Create custom rules to tell Holded which recurring transactions it can automatically reconcile.
Collaborate with your clients in real time with all the information accessible in the cloud. Save time and avoid workloads.
Florencia D'Andrea
Director of the tax and accounting department at Lidera tu negocio
Learn all the secrets of our platform and discover how to work with collaborative accounting. With this training and certificate, you'll have everything you need to manage your clients and offer them quality service with Holded.
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Thanks to Holded, PQS Consulting has been able to streamline tax filings and other fiscal processes.
Resolve your questions, customize Holded to get the most out of it, and start collaborating with your clients.
Learn from Consulting Partners who share their tips and strategies for working with the platform based on a firm's needs.
Holded is invoicing software and much more for consulting firms and professional offices. It allows you to centralize your clients' accounting, tax, and administrative management on a single cloud platform. It helps you digitize your office, automate processes, and work more efficiently and collaboratively.
Using Holded in a consulting firm allows you to:
- Automate client accounting and reduce manual tasks.
- Improve the management of your professional practice from a single environment.
- Access financial information in real time.
- Save time and scale up your client base without increasing your workload.
Collaborative accounting is a working methodology in which the accounting firm and the client share the same accounting information in real time. With Holded, clients can upload invoices, issue them, or check their financial status, while the accounting firm validates and automates the accounting, reducing errors and improving communication.
Yes. Holded allows consulting firms to manage their clients' accounting and documentation even if they do not use the platform. However, if the client also works with Holded, collaboration is optimized, manual exchanges are reduced, and efficiency is gained.
To start using Holded, simply create an account, set up your office, and register your clients. From the very beginning, you will be able to manage their accounting, automate processes, and work with a collaborative accounting model in the cloud.
