DeloitteDirect - Your digital platform connects you to Deloitte

Document Manager stores all your documents in the cloud.

• Document Manager stores all your documents in the cloud.
• Upload documents using your smartphone or drag and drop directly into the Document Manager on your PC
• Search across all your documents, regardless of the financial year
• All documents are confidential and classified
• Restore previous versions of your documents
• Access your company’s documents any time via the digital platform on app and web, e.g. when you have a meeting at the bank

The dashboard gives you a unique opportunity to monitor your company in real time

• Integrate directly to your accounting system* to see your key figures in interactive and easily understandable graphs
• Compare your company’s performance to the industry you are operating in
• Combine key figures with your own KPI’s – e.g. number of employees, customers or specific goods and services

Using image posting, you can upload your invoices to your bookkeeper when you are on the go

• Use the app to take pictures of your receipts and upload them
• Get rid of your receipts and invoices right away
• Your bookkeeper can record your invoices frequently instead of monthly or quarterly

With Messenger you have one point of entry for all communication with Deloitte.

• Contact your accountant and your other Deloitte experts directly using the app or PC
• Quickly find previous conversations
• Inquire about specific documents and your question is automatically linked to the document, e.g. loan document
• An e-collaborative solution to speak effectively with Deloitte and get a quick reply

Using Task Manager you will get an overview of your yearly deadlines and arrangements with your auditor.

• Keep track of yearly deadlines and progress on task deliveries
• Comment on specific tasks and ask questions directly to your accountant
• Automatically receive notifications about deadlines
• Use Task Manager internally in your company to manage your private workflows