Your clients invoice and record their expenses in Kobrio; you receive their quarter in order and keep advising them. Adviser access is always free.
Ledgers of issued and received invoices, receipts in a ZIP and an approximate estimate of Modelo 303 (quarterly VAT return) and Modelo 130 (quarterly income tax prepayment). When your client marks the quarter as ready, we let you know by email.
When you validate an expense, Kobrio checks that the invoice is in your client’s name, that it has the mandatory details and that the IVA (VAT) is shown correctly. These are warnings, never blocks.
You see all your Kobrio clients, open any of them in read-only mode, mark quarters as filed and upload the filing receipts for the returns.
Kobrio checks, alerts and guides your client, but it doesn’t give tax advice or file returns. The decisions are still yours.
Tell us about your firm and how many clients you look after. We’ll show you Kobrio and see whether it fits the way you work.