Upload files
Drop PDFs, spreadsheets, and statements into month and category folders. Everyone with access sees the same structure.
For accountants & advisors
Accountant & advisor access
One shared workspace where your company uploads documents, requests invoices, messages the firm, and reviews files together — with scoped permissions instead of shared passwords.
Why teams start here
Finance, operations, and external advisors finally work from the same source of truth — without emailing zip files or sharing owner logins.
Clean handoffs
Month-end packs, statements, and invoices stay organized by folder so accountants find what they need in minutes.
Least privilege
Invite advisors with view-only or scoped edit rights — they never see unrelated HR or legal vaults.
Clear accountability
Uploads, requests, and messages stay inside the workspace so everyone knows what changed and when.
Collaboration
What you can do together
No simulation required — these are the everyday workflows companies and accounting firms run in Cogrova.
Request invoices
Ask the client for missing invoices or receipts in context — no chasing attachments across email threads.
Send messages
Keep clarification threads next to the work, so questions about a file or period stay visible to the right people.
View files together
Preview documents in the browser with role-based visibility — advisors open what they need, nothing more.
Work as one team
Owners, finance, and accountants share one company URL with clear roles instead of forwarding folders and passwords.
Built for firms
Why accountants love this workspace
You get client documents in a predictable structure, can request what’s missing, and collaborate without becoming the IT admin for every company you serve.
- Scoped seats — read or limited edit without owner keys
- Folders by month and category — faster month-end reviews
- Invoice requests and messages stay in one place
- EU-friendly hosting options and tenant-isolated workspaces