A space where nothing gets lost
Like Figma, but for your accounting firm. Centralize client information, documents, and communications in one place.
Start free trialThe chaos of scattered information
- ✗Files in emails you can never find
- ✗Documents in personal WhatsApp
- ✗Shared Excel with outdated versions
- ✗Client information in 5 different places
- ✗Nobody knows who has the latest version
Everything centralized, everything accessible
Client portal
Your clients upload documents directly. No emails, no WhatsApp. Everything in one place.
Unified inbox
Connect Gmail and Outlook emails. See all communication with each client without switching apps.
Complete history
Every change, every comment, every file. Everything is recorded with date and author.
Clear assignments
Know exactly who is working on what. No confusion, no duplicated effort.
Contextual comments
Leave notes directly on invoices or specific cells. Your team sees context without asking.
Granular permissions
Control who sees what. From full access to read-only per project.
Your team works better
"We used to spend hours searching emails for documents. Now everything is in Tolmin and anyone on the team can pick up where someone left off."
— Partner, Accounting Firm in Miraflores
Centralize your operation
Try Tolmin free and discover how to work without scattered information.
Start free trial