Year-end documents, without chasing every client.
Each client knows what you expect from them and by when. You see incomplete files at a glance, and reminders go out on their own.
01A year-end closing
A closing, seen from both sides.
What your client does, what your staff member does, and what is ready at each step.
- Échange 01Your clientReceives the list of documents, sent from the firm's addressYour staff memberRuns last year's closing campaign again, duplicatedThe fileOne request per client
- Échange 02Your clientUploads their statements and invoices, from their phone if they likeYour staff memberValidates each document or sends it back with a reasonThe fileValidated documents
- Échange 03Your clientAnswers the year-end questionnaire, in several sittings if neededYour staff memberFinds the answers filed with the documentsThe fileThe fiscal year's information
- Échange 04Your clientGets the scheduled reminder before the deadline if something is missingYour staff memberSees who has answered and what is left to validateThe fileComplete files on time
02All year round
The other exchanges with your clients.
- Secure spaceAccounting engagementSend the annual accountsBalance sheet, tax return, and management report uploaded to the client's space. You see when they opened them, and their questions arrive in the same place.
- SignatureClient onboardingGet the engagement letter signedWith a simple electronic signature, from the client's space, with the signed document filed with their records.
- CampaignRenewalRenew engagement lettersEach client receives and signs their own letter, in the same campaign.
- FormPayroll engagementReceive payroll dataNew hires, departures, absences, and bonuses in a form, with a deadline and a scheduled reminder before it.
- RequestsAML/CFT due diligenceIdentify a new clientThe executive's ID document, the company registration extract (Kbis), beneficial owners: one request template per profile. The checks and the decision remain the firm's.
- Secure spaceCorporate secretarial engagementPrepare the approval of the accountsThe draft resolutions and the management report shared with the executive, then the signed documents filed in their space.
03Professional secrecy
Tax and banking data, somewhere other than email attachments.
Bank statements, tax returns, payslips: what goes back and forth between a firm and its clients is sensitive. In Nestor, each client has their own space and only sees their own documents. Professional secrecy remains organized by the firm.
Chartered accountants (experts-comptables) are among the professions subject to anti-money laundering obligations under the French Monetary and Financial Code (Code monétaire et financier), article L. 561-2. Nestor collects identification documents; verifying them remains your responsibility.
- Access
- Space by space, you set what each person can do: write, upload, download.
- Views
- For each file uploaded or attached to a message, you know who opened or downloaded it.
- Sender
- Emails are sent from the firm's address, in its colors.
- Traceability
- Every upload, view, and validation is logged and can be exported.
- Hosting
- Fully sovereign European hosting, in France. Files encrypted at rest by the hosting provider.
04Frequently asked questions
Frequently asked questions
Do my clients need to create an account?
No. They sign in with a link or a code sent by email, or with their Google or Microsoft account.
Can the emails be sent from the firm's address?
Yes, with your own sending server, including Microsoft 365, and your colors in the emails and on the screens your clients see.
Can we adapt the request to each type of client?
Yes. Prepare one template per engagement or client profile, and reuse it at every closing.
Can we import our client list?
Yes, from a CSV file, with the attributes of your choice to target your mailings.
Does Nestor connect to our accounting production software?
Not directly. Nestor has a documented API, webhooks, and file connectors (SharePoint, OneDrive, Google Drive, S3, SFTP) to transfer documents to your tools.
Where is the data hosted?
In France, on fully sovereign European infrastructure, with no dependency on the US CLOUD Act. Exchanges are encrypted in transit, and files are encrypted at rest by the hosting provider.
Is your next year-end closing coming up?
Bring your usual list of documents: we will show you the matching campaign.
- Fully sovereign European hosting
- No account to create for the people you work with