Streamline audit and accounting processes and get closer to your clients
We automate audit and accounting processes, so you can focus more on creating value and becoming a trusted advisor for your clients.
We know that audit and accounting companies handle sensitive and confidential information and often deal with document-heavy processes, which can take time away from providing more value to your clients.
That's why we created Penneo. To help audit and accounting companies everywhere get rid of paper-based transactions and cumbersome manual labor. Because we understand that your time is much better spent on meeting with your clients, instead of running around printing and scanning documents.
500+ audit and accounting companies trust Penneo
Connect with your clients
Penneo helps you automate recurring tasks and activities, from client onboarding to reporting and filing. So you can focus on what really matters: your clients.
Client identification & onboarding
- Secure KYC forms
- Sign engagement letters digitally
- Risk assessments
Document transactions & workflows
- Secure reviewing process
- Custom signing flows
- Audit trail
Document validity, filing & management
- Document validation & encryption
- Automatic data deletion per GDPR
- Connect to ERPs, CRMs & business registries
Helping audit and accounting companies automate processes across different business lines
Accountancy & reporting
Working with accountancy and reporting, accuracy is crucial. But a lot of the administrative work surrounding accountancy can and should be optimized. And that's what we do. We help you save precious time by automating manual labor, so you can direct your efforts towards advisory and consultancy services.
Client onboarding
Engagement letter
Annual reports
Audit & assurance
Fraud prevention is an essential part of an auditor's job. And with Penneo, ensuring compliance and avoiding fraud has never been easier. Each document sent via Penneo leaves an audit trail, along with cryptographic signature evidence - any signs of alterations, and you'll know.
Client onboarding
Engagement letter
Attestation services
Advisory & consulting
We help you build stronger connections with your clients by freeing up time spent on manual labor. Use the face time you have with your clients to get to know them and their needs better, so you can create more value for them.
Client onboarding
Engagement letter
NDAs & other agreements
Tax & legal
Building trust takes time. We enable you to spend more time understanding your clients' unique business needs by automating time-consuming, administrative processes. So you can help your clients improve compliance, define processes for responsible tax, and more.
Client onboarding
Engagement letter
Tax documentation
Client onboarding
Engagement letters
Annual reports
Client onboarding
Engagement letters
Annual reports
Client onboarding
Seamless client onboarding. Forget all about receiving ID information via insecure channels such as email. Our KYC forms make it easy to manage client identification in one place, in a safe, efficient, and compliant manner.
Engagement letters
Sending and signing engagement letters digitally will enable you to collect the signed agreements faster and acquire proof of when the collaboration starts, as well as the client's commitment to the agreed engagement in alignment with compliance requirements.
Attestation services
Ensure your compliance and provide more efficient services. With Penneo, you can make sure and have the proof that the letter of engagement, letter of representation, and management statement are all signed in the right order and prior to the final report.
Client onboarding
Seamless client onboarding. Forget all about receiving ID information via insecure channels such as email. Our KYC forms make it easy to manage client identification in one place, in a safe, efficient, and compliant manner.
Engagement letters
Sending and signing engagement letters digitally will enable you to collect the signed agreements faster and acquire proof of when the collaboration starts, as well as the client's commitment to the agreed engagement in alignment with compliance requirements.
Attestation services
Ensure your compliance and provide more efficient services. With Penneo, you can make sure and have the proof that the letter of engagement, letter of representation, and management statement are all signed in the right order and prior to the final report.
Client onboarding
Seamless client onboarding. Forget all about receiving ID information via insecure channels such as email. Our KYC forms make it easy to manage client identification in one place, in a safe, efficient, and compliant manner.
Engagement letters
Sending and signing engagement letters digitally will enable you to collect the signed agreements faster and acquire proof of when the collaboration starts, as well as the client's commitment to the agreed engagement in alignment with compliance requirements.
NDAs and other agreements
Speed up processes and automate document signing. Using our digital signature solution means you no longer have to run around printing, signing, and scanning agreements. Give your time where it's really needed: advising and consulting your clients on matters that are important to them.
Client onboarding
Seamless client onboarding. Forget all about receiving ID information via insecure channels such as email. Our KYC forms make it easy to manage client identification in one place, in a safe, efficient, and compliant manner.
Engagement letters
Sending and signing engagement letters digitally will enable you to collect the signed agreements faster and acquire proof of when the collaboration starts, as well as the client's commitment to the agreed engagement in alignment with compliance requirements.
NDAs and other agreements
Speed up processes and automate document signing. Using our digital signature solution means you no longer have to run around printing, signing, and scanning agreements. Give your time where it's really needed: advising and consulting your clients on matters that are important to them.
Client onboarding
Seamless client onboarding. Forget all about receiving ID information via insecure channels such as email. Our KYC forms make it easy to manage client identification in one place, in a safe, efficient, and compliant manner.
Engagement letters
Sending and signing engagement letters digitally will enable you to collect the signed agreements faster and acquire proof of when the collaboration starts, as well as the client's commitment to the agreed engagement in alignment with compliance requirements.
Tax documentation
With Penneo, you can put manual labor related to signing and managing documents on autopilot, so you can help your clients align their tax strategies to their business and build confidence. You can add an extra layer of security to confidential documents and provide your clients with peace of mind.
Client onboarding
Seamless client onboarding. Forget all about receiving ID information via insecure channels such as email. Our KYC forms make it easy to manage client identification in one place, in a safe, efficient, and compliant manner.
Engagement letters
Sending and signing engagement letters digitally will enable you to collect the signed agreements faster and acquire proof of when the collaboration starts, as well as the client's commitment to the agreed engagement in alignment with compliance requirements.
Tax documentation
With Penneo, you can put manual labor related to signing and managing documents on autopilot, so you can help your clients align their tax strategies to their business and build confidence. You can add an extra layer of security to confidential documents and provide your clients with peace of mind.
Beierholm embraces digitalization with Penneo
Beierholm, one of the largest audit and accounting companies in Denmark, has taken full advantage of business process automation with Penneo across all their business lines.
Thanks to the collaboration with Penneo:
20.000+ of Beierholm's clients now use Penneo for handling processes like onboarding and reporting
1.5 hours have been saved per client on average
The highest form of security and compliance has been achieved across the organization
Increase efficiency & save costs
With Penneo, you automate recurring processes and free up time that can be spent on meeting with clients instead. Rather than using valuable face time with your clients on printing, signing, and scanning documents, you can focus on creating value during meetings by finding solutions to your clients' specific needs.
This while knowing that all manual labor has been automated and is running smoothly via Penneo. As an added bonus, you'll also save costs on paper, ink, and postage.
Improve security & compliance
Penneo is built for security-conscious audit and accounting companies. We are 3rd party certified at the highest security level, meaning that you can achieve the highest compliance level when storing and managing your documents via Penneo – and manage your internal compliance as well.
Our product improves accessibility, speed, and accuracy in data transmission for the creation and filing of financial statements in compliance with International Financial Reporting Standards (IFRS) and the new European Single Electronic Format (ESEF). Penneo is also compliant with regulations like GDPR, eIDAS, and AML.
Elevate customer experience
Provide your clients with the best service possible. With Penneo, your clients can digitally sign documents at their convenience, from anywhere, and on any device. Signing documents in-person during the Annual General Meeting or similar is also possible – with our product, you can offer a truly modern customer experience.
Plus, your clients will benefit from Penneo as well. They can keep track of progress and make sure they meet the deadlines for delivering the required financial statements and reports to the relevant authorities and avoid any penalties for late submission.
Secure signing and identity authentication with eIDs via Penneo
We have integrations available with several national eIDs, meaning we can provide an efficient and secure solution for managing your digital transactions and document signing processes.
With Penneo, audit and accounting companies can verify the identity of their clients in compliance with KYC and AML regulations, capture consent as per GDPR requirements, and manage their industry's security and compliance requirements when signing and managing documents digitally.
Automation
Automate recurring processes and save both time and costs while doing so. You can configure Penneo to fit your exact needs.
Progress overview
Keep track of your document transactions in one place. Get a full overview of your documents' status and whether they're sent, opened, signed, or completed.
Automatic reminders
Make sure all documents get signed on time by scheduling automatic reminders. You decide when and how often your clients should be reminded to sign a document.
Routing scenarios & multi-signing
Streamline the signature collection process by creating an automated document routing based on predefined rules and actions. Sign several documents at once with just one click.
Progress overview
Keep track of your document transactions in one place. Get a full overview of your documents' status and whether they're sent, opened, signed, or completed.
Automatic reminders
Make sure all documents get signed on time by scheduling automatic reminders. You decide when and how often your clients should be reminded to sign a document.
Routing scenarios & multi-signing
Streamline the signature collection process by creating an automated document routing based on predefined rules and actions. Sign several documents at once with just one click.
Integrations
Take advantage of our integrations capabilities to reduce time spent on manual data entry and transfers and boost productivity.
Industry solutions
We have several integrations available with popular tools and software for your industry to make work even easier – and we're constantly working on building more.
Client portals
We care about your clients' experience too - and can help you with client portal integrations. If you're looking to build a custom integration, the Penneo API is just the thing for you.
Local business authorities
You can use our capabilities for integrating with local business authorities and put document filing on autopilot. Reap the full benefits of business process automation.
Industry solutions
We have several integrations available with popular tools and software for your industry to make work even easier – and we're constantly working on building more.
Client portals
We care about your clients' experience too - and can help you with client portal integrations. If you're looking to build a custom integration, the Penneo API is just the thing for you.
Local business authorities
You can use our capabilities for integrating with local business authorities and put document filing on autopilot. Reap the full benefits of business process automation.
