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.

Digital signature for audit and accounting

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

Nejstgaard & Vetlov A/S logo
Andersen logo
Andersen & Villemann logo
Agri Nord logo
Admica logo
Azets Danmark logo
Deloitte logo
Beierholm logo
Wolters Kluwer logo
Dansk Revision logo
Augusta Revision logo
Christensen Kjærulff logo
Damgaard Revision logo
Dansk Landbrug Sydhavsøerne logo
Døssing & Partnere logo
Grant Thornton logo
Inforevision logo
JS Revision logo
KPMG logo
Krøyer Pedersen logo
LandboNord logo
LandboThy logo
Martinsen logo
Øernes Revision logo
Ullits & Winther logo

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
  • Risk assessments
Document transactions & workflows
  • Secure reviewing process
  • Custom signing flows
  • Audit trail
Document validity, filing & management
  • Document encryption
  • Data deletion per GDPR
  • Connect to ERPs & CRMs

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.

Accountancy and reporting

Client onboarding

Engagement letter

Annual reports

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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.

Audit and assurance

Client onboarding

Engagement letter

Attestation services

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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.

Advisory and consulting

Client onboarding

Engagement letter

NDAs & other agreements

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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.

Tax and legal

Client onboarding

Engagement letter

Tax documentation

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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.

Annual reports

Streamline the annual report signing process with our custom signing flows. Whether remotely or in person, signing via Penneo has an added layer of security and compliance, as you'll have the digital proof that it has been signed in the right order.
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.
Annual reports

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.
Annual reports

Annual reports

Streamline the annual report signing process with our custom signing flows. Whether remotely or in person, signing via Penneo has an added layer of security and compliance, as you'll have the digital proof that it has been signed in the right order.
Client onboarding
Engagement letters
Attestation services

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.

Attestation services

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.

Attestation services

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

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
Engagement letters
NDAs and other agreements

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.

NDAs and other agreements

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.

NDAs and other agreements

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

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
Engagement letters
Tax documentation

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.

Tax documentation

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.

Tax documentation

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

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.

Kasper from Beierholm
About a million pieces of paper are now completely digitized. Two-thirds of our financial statements for our customers are digitally produced and a huge part of them are digitally signed as well.
Kasper from Beierholm

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.

Efficiency
Security and compliance

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.

Improved customer experience

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
Automatic reminders
Routing scenarios & multi-signing

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.

Routing scenarios & multi-signing

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.

Routing scenarios & multi-signing

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

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
Client portals
Local business authorities
Local business authorities

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.

Local business authorities

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

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.