The problem we solve
Every minute lost to manual tasks is productivity you'll never recover.
Lost emails
Important files buried in inboxes. Hours searching for that receipt the client "already sent".
Chaotic WhatsApp
Documents in personal chats that get lost among messages. No record, no control, no backup.
Outdated Excel
Multiple versions of the same file. Never knowing which is correct or who made the last change.
Scattered information
Client data in 5 different places. Each collaborator has their own "organization".
No traceability
Nobody knows who has the latest version. Errors are discovered when it's too late.
Everything centralized, everything accessible
Client portal
Your clients upload documents directly to Tolmin. No emails, no WhatsApp, no intermediaries.
Unified inbox
Connect Gmail and Outlook. See all communication with each client without switching apps.
Complete history
Every change, every comment, every file. Everything is recorded with date, time, and author.
Clear assignments
Know exactly who is working on what. No confusion or 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 or client.
It's that simple
No complicated setup. Your team organized in minutes.
Create your workspace
Set up your workspace and invite your team. Each member with their specific permissions.
Centralize by client
Each client has their own space with files, periods, and communications in one place.
Collaborate seamlessly
Your team works on the same files with synchronized changes and complete traceability.
Results for your team
Real metrics from firms using Tolmin
Connects with your tools
Gmail / Outlook
Storage
Google Drive
Documents
Excel / PDF
Frequently asked questions
Do my clients need to create an account to upload documents?
Not necessarily. You can send them an upload link where they upload files directly to their folder in your workspace, without creating an account or remembering passwords.
Can I control what each team member sees?
Yes. Tolmin has granular permissions: you can give full access, read-only, or limited access to certain clients or projects. Each role is configurable.
What happens with emails? Are they copied to Tolmin?
You can connect your Gmail or Outlook accounts. Relevant emails are automatically associated with the corresponding client, and you can see communication history without leaving Tolmin.
Is there a storage limit?
Storage depends on your plan. All plans include generous storage for typical accounting documents. For special needs, we have additional storage options.
Can I see who made each change?
Yes. Every action in Tolmin is recorded with date, time, and user. You can see the complete history of any file or project, and revert changes if needed.