StackeoStackeo / For accounting firms
Client files, from the first e-mail to the closing
Client mail, team conversations and the directory, together. Vision prepares your deadlines, your VAT and your closings, with Pennylane among your tools.
Mail in the current app, a message open. The home of the current app, with Vision’s composer.
Built for the work of an accounting firm.
Clients and team, together
Client mail and dossier conversations in one place, for the whole team.
Deadlines in sight
each client’s deadlines followed, and Vision preparing what can be prepared.
Your software stays
Stackeo is designed to work alongside your accounting software; Pennylane and your tools connected.
Included in the founding firms programme
What Vision does for your firm.
- Deadlines
The month’s deadlines
Each client and its obligations, with the late ones flagged in time.
- VAT
VAT preparation
The period’s documents gathered and the points to check listed, for your review.
- Closing
Year-end closing checklist
The year-end checklist kept up to date, dossier by dossier.
- Clients
Missing documents
Reminders prepared for each client; a person reads and sends them.
- Onboarding
A new company
Its details taken from INSEE SIRENE when the dossier opens.
- Tools
Pennylane
Ledgers, invoices and companies, read by Vision with your rights.
Your clients’ secrets come first.
The rules Stackeo applies to every firm’s data, on every offer:
Our rules for your data- Each firm isolatedOur rule: no firm can reach another’s data, and every boundary is checked by automated attempts to cross it.
- Vision with your rights, never moreOur rule: Vision acts with the permissions of the person asking; sensitive actions wait for a person’s yes.
- No access by our team by defaultNo access by our team to your content. There is no support access today; if one ever exists, it will be explicit, limited and recorded.
- Sensitive actions recordedSensitive actions go to an audit log.
- AI under a business contractThe AI models that serve firms go through providers’ APIs or business agreements, never personal subscriptions.
- Hosting in ParisThe firm’s data is hosted in Paris, France. The providers are named on the security page.
Questions, answered.
ContactWill Stackeo file returns for us?
No. Vision prepares; a person of the firm decides and files, with your own software.
What is the founding firms programme?
The first firms work with the founders: Stackeo set up for the firm, its templates brought in, the team trained, direct support.
How do we join Stackeo?
Choose « Join the founding firms » or write to [email protected]. Subscriptions are set up with the founders, not on this site.
Join the founding firms.
Tell us how your firm works. The founders answer you and set Stackeo up with you.