Accountants

Passing records to your accountant or bookkeeper

Collect receipts, statements and reports in one place all year, then share them securely when the deadline comes around.

The problem

Why this is hard without the right tool

Year-end paperwork gets painful when it has to be reassembled from inboxes and shoeboxes. Keeping it in one place as you go.

How Orbis Drive helps

1
Make a folder for each financial year
Add subfolders for Sales, Purchases, Bank and Payroll.
2
Scan as you go
Add receipts and invoices regularly, with dates in the names.
3
Choose how to share
Send single files by password-protected link, or invite your bookkeeper to a dedicated finance workspace.
4
Remove access afterwards
Revoke links and remove members when the work is complete.

Useful for this

Send a link instead of an attachment. Choose how long it lasts, add a password if you need one, and revoke it when the job is done.

Workspace owners create an invitation for a specific email address, then send that person the private link. Only that address can accept it.

Build a folder structure that matches how your business runs, by project, customer or department, so everyone looks in the same place.

Questions

Does this replace accounting software?

No. It stores your documents. Keep using your accounting package for bookkeeping.

How long should I keep records?

HMRC sets minimum periods depending on your circumstances. Check GOV.UK or ask your accountant.

How much does it cost to get started?

Nothing. Free includes 5 GB and every tool. Paid plans start at £2.99 a month for 100 GB when you need more space.