Work with your accountant on the same figures
Documents sent by email, duplicate files, statements requested three times: these exchanges wear everyone out. With m2m.ma, you invite your accountant into your workspace, where they find your invoices, your statements and the documents you share with them. Every plan includes at least one guest, either an accountant or a view-only person, on top of your users.
In Team, enter their email address and choose their access. Then send them the invitation link, which is valid for seven days. The link works only once, only for the address entered, and you can cancel it as long as it has not been accepted. You can also remove access at any time.
Two types of access, depending on how you work
“Work directly” lets them enter data, reconcile and prepare your returns in m2m.ma. “View and download” gives them your invoices and statements, without being able to change anything. In both cases, they only see in Documents the files you share with them, file by file.
An invoice check started with one click
Your accountant can run a check that looks for anything worth verifying before closing a period. It is then up to each of you to review the points flagged and decide what to do next.
- Duplicate invoices
- Gaps in the numbering
- Regular supplier missing for a month
- Bank payments with no matching invoice
For the firm looking after several businesses
One account is enough. Each client invites their accountant from their own workspace, and their business is added to the list. A single view brings together all the businesses followed. Each client's data stays separate, and access to one gives no rights over the others.
When a client arrives from other software, their invoices can be imported by file, in CSV or UBL format. In Export your data, the accountant can also choose a period and retrieve what they need: Excel tables, PDF invoices, attachments, UBL, statements, income statement and fixed assets.