Skip to content
Use Cases Share with Your Accountant

Your accountant gets a link, not a shoebox

Receipts in three inboxes, statements in a drawer, the fuel bills still in the car. Every quarter someone has to gather it all and email it in batches. With paless the quarter collects itself in one vault on European servers, and your accountant receives a single link that expires on schedule.

Sound familiar?

The quarterly email ping pong

Attachment limits, forgotten receipts, a second email, then a third. By the time the accountant has everything, both of you have lost an afternoon and nobody is sure which version counts.

Sensitive papers in plain email

Annual accounts, salary lists and bank statements travel as unencrypted attachments, then sit in two sent folders forever. Everyone involved quietly hopes that is fine.

The receipt that surfaces in May

There is always one. It turns up after the filing, triggers a correction, and earns its own apologetic email thread.

Sharing

Hand over the quarter, keep the vault

Sharing in paless is not sending copies around. Your documents stay in one protected place, and you decide who sees which part of it, for how long. The accountant gets exactly what the mandate needs, and nothing travels as an attachment.

Links that expire on schedule

Gather the quarter with one search, share it through a link, and set when that link stops working. No attachment limits, no copies living on in sent folders.

A login that sees only their part

Give your accountant, lawyer or tax advisor their own access with granular permissions. They see the folders you choose and nothing else, and you can end the access any time.

Latecomers land in the right place

The receipt that surfaces in May goes into the same vault, gets the same tags, and appears in the same shared view. No correction emails, no version two of the folder.

Ask Pal

“What did we pay the graphic designer in March?”

1,840 euro on March 12 for the packaging redesign, invoice 2026 031 from Studio Brandt. The matching bank statement line is attached to the invoice.

Sources

  • Invoice 2026 031 · Studio Brandt
  • Bank statement · March 2026

Sharing is included in every plan; even the Individual plan lets you give an accountant, lawyer or relative granular access to only the documents you choose. See what's included

Day to day

The bookkeeping handover, handled

Six small jobs that used to make tax season feel like a second job.

Receipts arrive by themselves

Email an invoice in, photograph the paper one with your phone, or let folders sync from your cloud. Everything lands in the same vault, sorted on arrival.

Sorted before you look at it

Pal reads what arrives and suggests tags, dates and suppliers. Once it learns your patterns, the next receipt files itself.

The quarter in one search

All receipts, statements and invoices for Q2 in seconds, ready to review and share. No renaming session, no folder archaeology.

One link for the whole handover

Share the assembled quarter through a link that expires on schedule. Your accountant clicks once and has everything.

Questions answered with sources

When the accountant asks about a payment, ask Pal. The answer arrives with the invoice and statement it came from, ready to forward.

Amounts read from paper

OCR reads totals, dates and line items even from crumpled thermal paper, so the searchable record exists before the ink fades.

Three moments it pays for itself

The deadline

Filing week, without the week

The advisor asks for the finished quarter on Monday. You send one link on Monday. The afternoon you had reserved for sorting receipts goes back to actual work.

Q2 2026 · 217 documents · one link

The infrastructure

The laptop dies, the books do not

Your archive is not on your laptop. It is encrypted on European servers, stored as three replicas plus an isolated backup, and reachable from the next machine you log into.

3 replicas · 1 isolated backup · EU

The callback

One more receipt, one minute

The accountant calls about a missing taxi receipt. You search, find, share and hang up before the coffee is cold.

asked 14:02 · shared 14:03

Built for Europe

Your finances stay under European law

The numbers your accountant works with are the most sensitive papers you own. paless keeps them on isolated European infrastructure: no Big Tech, no US CLOUD Act, AES 256 encryption at rest and TLS 1.3 in transit. And if you ever leave, a structured export compatible with the open source paperless-ngx project takes everything with you.

GDPR compliant EU AI Act compliant AES 256 encryption No US CLOUD Act Redundant storage
Read the security overview

Questions people ask

Does my accountant need a paless account?

Not for shared links: they click and see the documents you shared, until the link expires. If you work together all year, give them their own login with granular access instead; even the Individual plan includes that.

Can I limit what my accountant sees?

Yes. Access is granular: you choose the folders and documents their login can see, and private papers stay private. You can change or end the access at any time.

Does paless connect to accounting software?

We are currently working on a DATEV integration to automate financial workflows, and other integrations will follow. Until then, expiring links and dedicated logins cover the handover.

Is a shared link safer than an email attachment?

Yes. An attachment is a copy that lives on in mailboxes you do not control. A paless link points at the original in your vault, travels encrypted, expires on the schedule you set, and can be revoked.

Make tax season a link, not a project.

The campaign launches on Kickstarter, with time limited Founder's Pricing for early backers.

Keep reading: All use cases Frequently asked questions