DeloitteDirect - Digital platform

Solutions

DeloitteDirect - Your digital platform connects you to Deloitte

Everything you’re used to getting at Deloitte. And much more. Digitally.  

DeloitteDirect is an e-collaborative solution providing a direct link between you, your company, and your accountant via digital platform.

DeloitteDirect gives you one entry to your document storage, communication with your accountant, and integrates directly to your accounting system, to provide you with real time insights into your company’s financials and digital bookkeeping - all in one cloud.

In other words, DeloitteDirect puts your company in the center and provides you with new tools to help you realize your company’s potential, and together with your Deloitte professional, make an impact that matters.


"Digitization has become a global agenda and a strategic driver – both for Deloitte and our clients."

DeloitteDirect - Five interactive products - One cloud

All communication and reporting about your company’s financial performance in one place.

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
* Currently supporting BOB

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
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Sky-high ambitions

We are continuously working on making it even more desirable for you to be a client at Deloitte.

One of our ways of achieving this is by constantly providing you with new and innovative possibilities through DeloitteDirect.

Look forward to

Financial forecasts
Expand your dashboard with forecasts based on big data sources combined with your financial data - and get a look into the future of your company’s financial performance
More integrations
Integrate with other online services that you use in your daily life
Improved insight
Focus more on what matters: your company’s future
New applications
Make your life easier with new applications enabling you to edit invoices to your customers, manage your cash desk or your expenses reports.

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Contacts

Jean-Philippe Foury

Jean-Philippe Foury

Partner | SME Leader

Jean-Philippe is a partner within our tax department and has an extensive experience in accounting expertise and the auditing of commercial and financial industries. He leads the accounting services s... More

Jeremy Spoidenne

Jeremy Spoidenne

Director | Corporate & Accounting

Jeremy is currently a Director in the Tax and Accounting department of Deloitte. He is leading a team specialized in providing tax and accounting services to SMEs, self-employed, entrepreneurs, HNWI a... More