A space per client or engagement
Separate fiscal years, entities, and engagements while keeping an organization your teams already know.
All use cases
Seend for accounting firms
Every client has a space. Every document has a place.
Bring supporting documents, interim statements, financial statements, and deliverables together in a confidential portal. Your clients find the right information without piling up emails or share links.
Who is it for?
Accounting firms, engagement teams, outsourced finance departments, and their clients.
Discover Seend- One portal walled off per client
- Structured documents and deliverables
- A clear history of consultations
Exchanges with no blind spot
A smoother client relationship, without loosening confidentiality.
Seend gives the firm a consistent framework for recurring document exchanges as well as one-off engagements: acquisitions, audits, financing, or transfers.
Rights matched to each contact
Invite executives, finance teams, auditors, or partners with a scope of their own.
Deliverables that are easy to find
Publish interim statements, annual accounts, and dashboards from a single, always up-to-date source.
Confidential exchanges
Protect financial data with named access, expirations, and configurable downloads.
Give every client a clear document portal.
A simple framework, from the first document to the last access
- 01
Create the portal
Reuse your engagement structure and organize documents by fiscal year, entity, or work cycle.
- 02
Open the right access
Invite the client’s contacts and outside partners with rights matched to their role.
- 03
Distribute and track
Publish deliverables, verify they’ve been viewed, and expire access at the end of the engagement.
The right document, to the right person
A confidential space that stays under your control.
Structure your files, assign rights, and find every consultation in a clear log.
Client · Nova Group · 2026
Secure space · Named access
- 01Permanent documents
- 02Accounting and supporting documents
- 03Interim statements
- 04Annual accounts
Permissions
- Engagement team · administration
- Management · full access
- Client staff · upload allowed
- Auditor · temporary view
Open a secure portal for your next client.
Create your first space in minutes or talk to us about your firm’s document processes.
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