Secure EU collaboration for financial professionals

Managed Nextcloud for Accounting Firms

Give accountants, bookkeepers, auditors, and clients one private workspace for financial documents, secure uploads, working files, and online collaboration. TAB.DIGITAL manages the infrastructure, updates, monitoring, and backups.

From €61/month for the entire firm—up to 25 users.

Private environmentA separate managed Nextcloud workspace for your firm
EU data locationsChoose where client financial documents are hosted
DPA availableData Processing Agreement for Business customers
Client uploadsReceive files without requiring permanent client accounts

Built around accounting workflows

Stop collecting sensitive financial documents through scattered emails

Create controlled spaces for recurring client uploads, internal processing, review, and secure delivery—without giving every client access to the whole platform.

01

Monthly client documents

Collect invoices, receipts, statements, payroll files, and supporting records in separate client folders.

02

Year-end and tax preparation

Request documents through upload links and keep each client’s submissions organized for review and processing.

03

Audit collaboration

Exchange working papers and evidence with authorized colleagues, clients, external auditors, or advisers.

04

Reports and deliverables

Return financial statements, reports, and completed documents through controlled links instead of email attachments.

Secure client document exchange

A practical workspace for accountants and their clients

Nextcloud combines document collection, controlled sharing, editing, communication, and access from everyday devices in one managed environment.

File Drop for clients

Let clients upload documents through a link without creating an account or seeing files already stored in the destination folder.

Protected sharing links

Deliver reports and selected folders with passwords, expiration dates, and permissions instead of sending attachments.

Separate client folders

Organize information by client, engagement, period, or team and assign access at user and group level.

Versions and activity

Restore previous file versions and review user-visible activity. Advanced adds administrative audit logging for stronger oversight.

Nextcloud Office and Talk

Review documents together, discuss files, and use team chat or calls without moving daily collaboration to another platform.

Desktop, mobile, and WebDAV

Access and synchronize files through official clients or connect compatible accounting tools using WebDAV.

The right level of control

More organized than email—without operating the server yourself

Email and generic storage

Useful when basic exchange is enough

Email or consumer storage may suit a very small practice with few clients and no specific data-location, support, or audit requirements.

  • Simple document sending and storage
  • Manual organization of client submissions
  • Self-service configuration and support

Clear scope: this service is a secure document collaboration workspace. It does not replace bookkeeping, payroll, tax preparation, invoicing, or complete accounting practice-management software.

Predictable firm-wide pricing

Choose the right Nextcloud plan for your accounting firm

Start with a 30-day trial. Both plans include a private managed Nextcloud environment, EU hosting, updates, monitoring, and backups.

For smaller practices

Business Core

For small accounting and bookkeeping firms that need a secure daily workspace for internal work and client document exchange.

€61/month
  • 1 TB secure storage
  • Up to 25 users
  • Files, Calendar, Tasks, Talk, and Office
  • Private managed Nextcloud instance
  • Monitoring and automatic backups
  • EU data hosting and DPA available
  • Custom domain integration
  • Web and email hosting included
  • Standard support during business hours

More than 50 users, special retention requirements, or a customized deployment? Discuss your requirements with our team. For a broader plan comparison, visit Nextcloud Business Cloud.

Privacy and professional confidentiality

Keep financial documents in a controlled EU environment

Your firm receives its own Nextcloud environment with administrative control over users, groups, applications, and sharing policies. TAB.DIGITAL operates the technical platform while your firm defines who may access each client workspace.

  • Netherlands, Germany, Italy, Sweden, or Latvia
  • TLS/SSL protection for data in transit
  • Password-protected and expiring public links
  • Optional end-to-end encryption for selected files
  • User, group, and folder-level permissions
  • Managed updates, monitoring, and backups
  • Administrative audit logging with Advanced
View Data Processing Agreement

A straightforward start

From trial to client document workspace in three steps

STEP 01

Start a 30-day trial

Test Core or Advanced with your internal team before moving active client documents into the environment.

STEP 02

Configure your firm

Create users and groups, select the EU data location, connect your domain, and define sharing policies.

STEP 03

Create client workflows

Build separate client folders, recurring upload links, internal review spaces, and controlled delivery links.

Frequently asked questions

Nextcloud for accounting firms: common questions

Is Nextcloud suitable for accounting and bookkeeping firms?

Yes. Nextcloud is well suited to collecting client documents, controlled file storage, internal review, document collaboration, calendars, tasks, and secure external sharing. It is particularly useful for firms that want their own managed environment instead of relying on email attachments and consumer storage accounts.

Is this a complete accounting practice-management system?

No. This is a secure collaboration and document workspace. It does not replace bookkeeping, payroll, tax preparation, invoicing, or full practice-management software. It can complement compatible tools through file synchronization, sharing, and WebDAV.

Can clients upload documents without creating an account?

Yes. Nextcloud File Drop can provide an upload-only link. Clients can submit invoices, receipts, statements, and other documents without seeing the folder contents or receiving permanent access to the firm’s workspace.

Can every client have a separate folder?

Yes. Your firm can organize folders by client, legal entity, engagement, period, or internal team. Access can be limited to specific users and groups, while clients receive only the upload or sharing link intended for them.

Does the service include audit logging?

Business Advanced includes administrative audit logging and is the recommended plan when your firm needs stronger visibility into user actions and file activity. Core includes standard Nextcloud activity and operational logs but is not positioned as the audit-focused plan.

Is the service GDPR compliant?

No hosting service makes an accounting firm automatically compliant. TAB.DIGITAL provides EU data locations, a Data Processing Agreement, access controls, and managed infrastructure that can support your firm’s GDPR responsibilities. Your firm remains responsible for its legal basis, retention rules, permissions, and internal procedures.

Where can client financial data be hosted?

Available Business hosting locations include the Netherlands, Germany, Italy, Sweden, and Latvia. Your firm can choose the location that best fits its operational and data-residency requirements.

Are Nextcloud Office and Talk included?

Yes. Business Core includes Nextcloud Office and Nextcloud Talk together with Files, Calendar, and Tasks. Advanced also includes Whiteboard and additional business integrations.

Can our firm use its own domain?

Yes. You can connect a domain or subdomain and provide employees and clients with a recognizable firm-branded workspace.

How much does managed Nextcloud for an accounting firm cost?

Business Core costs €61 per month for up to 25 users with 1 TB of storage. Business Advanced costs €146 per month for up to 50 users with 5 TB, audit logging, integrations, and premium support.

A private workspace for confidential financial documents

Give your firm and clients a safer way to exchange documents.

Start a 30-day trial or tell us about your users, client workflow, data volume, audit requirements, and preferred EU hosting location.

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