No more “can you send that again?”
Year end usually means weeks of emails between owner and accountant. With document requests, the accountant asks inside Zivobooks, you answer inside Zivobooks, and everyone can see what’s still missing.
Documents
Every document where you can find it
Receipts, contracts, bank letters and tax certificates in one secure vault, sorted so you can find them. When your accountant needs something, they request it and you upload it in the same place.
A secure vault
Upload PDFs and photos, kept safely in one place for your team and accountant.
Requests from your accountant
Your accountant asks for a document, you see it on your to-do list, and you upload it once.
Receipts from WhatsApp
Photos sent on WhatsApp land in the document inbox, already read.
Sorted by category
Tax and statutory, contracts and legal, financial statements and more, so anything is a click away.
Documents: your questions
Can’t find what you’re looking for? Ask us directly, and a person will answer.
Who can see my documents?
Only people you’ve given the Documents permission in that business, and your accountant if you’ve connected one.
Works hand in hand with
Give your business the back office it deserves.
Try every feature free for 30 days. No card, no contract, and your data is always yours to export.
30 days free · Then from $5 a month · Cancel any time · Works on phone, tablet and computer