Retyc for accounting firms

Invoices and payroll go through your accounting software. Retyc handles the rest: onboarding a new client, documents for the bank or the notary, the dataroom for a business sale. End-to-end encrypted, hosted in Europe.

Use cases

What doesn't fit in your accounting software

Your clients upload their invoices in the app, payslips go to the employees' digital safe. But a loan application, a business sale or a new client arriving with three years of history don't fit in any of those boxes. Retyc Box to receive, Retyc Transfer to send, Retyc Collaborate for deals that bring several parties together.
    Onboarding a new client
    With a Retyc Box form, you list what you need: directors' ID, company registration extract, articles of association, beneficial owners for your due diligence obligations. A client leaving another firm uploads their prior-year returns and ledger exports there too.
    Third parties with no access to your software
    With Retyc Transfer, the loan file goes to the banker, the interim accounts to the client's lawyer, the financial statements to the notary. The link expires, and you know when it was downloaded.
    Business sales, successions and fundraising
    With Retyc Collaborate, you set up the deal dataroom for your client. Buyers, investors, lawyers and auditors get in with the rights you give them, and the log shows who looked at what during due diligence.
    Work outside bookkeeping
    The owner's personal tax return, an estate, wealth tax, a one-off client who doesn't use your app: an upload link is enough to collect the documents, without giving them access to your software.
What doesn't fit in your accounting software
Data breaches

An accounting firm holds all its clients' books in one place

Ledgers, tax returns, bank statements, directors' ID: to an attacker, one accounting firm is worth hundreds of small businesses at once. When a server is breached, everything stored on it in the clear goes too. What you entrust to Retyc is encrypted on your computer, and a stolen copy stays unreadable, to the attacker and to us.
    Professional secrecy without taking our word for it
    Documents are encrypted before they leave the firm, file names included, and we never hold the key. You don't have to trust us not to read your files: we can't.
    ID documents, a sensitive spot
    The documents you collect when onboarding a client are exactly what an attacker is after. Encrypted in the client's browser, they never sit in the clear in an inbox or on our servers.
    Who opened what, and when
    Every access and every download is timestamped and tied to a person. If a client disputes something or a quality review asks questions, you can show what happened.
    No AI in the product
    No automated document analysis, no generative features. Your clients' accounts don't train any model.
An accounting firm holds all its clients' books in one place
Features

What these files call for

Documents coming from several people, third parties who only need access for a few weeks, and a history you have to find again long after.
    Upload forms built to order
    Each expected document gets its own line, required or optional. The client sees what's missing, and you don't have to rebuild the file from ten emails.
    One dataroom per deal
    A sale, a fundraising round, an audit: each deal gets its own space, with its own participants and rights. View only for the buyer, upload for the client, edit for your team.
    Access with an end date
    A transfer disappears on the date you set. Once the deal closes, you remove outside parties' access in a few clicks.
    Every version of a document
    The forecast revised three times before the meeting with the bank? All three versions are kept, the latest doesn't replace the earlier ones.
What these files call for
Compliance

European hosting and long-term storage

Some documents have to be kept for years. You might as well know where they are stored, under which law, and what protects them.
    Hosted in Europe
    Everything is stored in Europe with Scaleway, which is ISO 27001 certified and a certified health data host. No US cloud anywhere in the infrastructure.
    Storage built to last
    Every file is replicated across three data centers. If one goes down, your documents are still available from the other two.
    Encryption designed to last
    Keys combine several mechanisms, including one resistant to known quantum attacks. A document intercepted today should stay unreadable for as long as you keep it.
    DPA available
    A GDPR-compliant data processing agreement for your records, which you can show to clients who ask for it. Our list of subprocessors is public.
European hosting and long-term storage

Your next business sale deserves better than a folder shared by email

In one demo, we show you how a new client uploads their documents, how you open a dataroom to a buyer, and what you could produce if someone asked who had access to what.

Frequently asked questions

What accounting firms ask us most often.