Grow your firm without growing the team
Automate your clients' bookkeeping and take on more of them with the team you already have.
- Collaborative accounting in real time
- Pre-calculated taxes, ready to file
- E-invoicing that keeps up with regulation
No commitment · Setup in 5 min
Features
Everything you need to manage your accounting firm
Expense scanner
Digitize receipts and invoices instantly with OCR. Your clients upload documents and accounting entries are generated automatically.
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. E-invoicing-ready for your clients in any state.
Nearly automatic taxes
Tax forms pre-calculated with your clients' real data. Review, adjust, and submit in one click.
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.
Join the accounting firms already growing with Holded
14-day free trial. No credit card. Cancel anytime.
“E-invoicing is an opportunity to collaborate more with our clients and, thanks to Holded's ease of use, accounting firms will be well prepared”.
Florencia D'Andrea
Director of Tax and Accounting, Lidera tu negocio
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.
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 e-invoicing regulations.
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 cloud management software where you run the accounting, taxes and invoicing of your whole client base from one account. Clients upload their receipts and invoices, the OCR scanner books them, and you review and close. More than 1,250 partner firms already work this way, with 18,400 connected small businesses.
It takes the manual work off your desk: the OCR scanner books receipts and invoices, reconciliation rules match bank movements on their own, and reports build from each client's real data. That averages 45 hours automated a month, so you take on more clients with the team you already have.
The firm and the client work on the same account, in real time. The client uploads an invoice or a receipt from their phone and it lands in your panel instantly; you validate the entry, adjust what you need and close. No more email attachments, no more crunch at every close.
Yes. You keep their books the same way: you import their invoices and bank statements from Excel or CSV, or connect their bank. What you lose is the collaborative part. When the client is on Holded too, they upload the documents themselves and you stop typing.
Request a demo from this page. The team shows you how to set up your firm, you onboard your clients and you start working in the cloud. Initial setup takes about 5 minutes and you get a 14-day free trial, no card.
Grow your accounting firm with Holded
14-day free trial. No credit card. Full access.