Is there a fiduciary access?

Yes. nextesy has dedicated access for fiduciaries, with a tailor-made offering for fiduciary firms.

For fiduciary firms

• Dedicated fiduciary login: One access for your entire firm.

• All mandates in one place: Manage your clients centrally in one account and switch between them with just a few clicks.

• Real-time collaboration: Your clients work on the same data. Receipts and bookings are available immediately, not just at year-end.

• Roles and permissions: Define for your team who oversees which mandates and what they are permitted to edit.

For companies using a fiduciary

Do you work with a fiduciary? Simply invite them to your nextesy account and define their access via roles such as accounting, payroll accounting, or auditing.

More for fiduciaries

Find out more about the offering on the page for fiduciaries. The current plans can be found under pricing for fiduciaries.