Reneva
Open Clients to see the companies that gave you access. The name opens the client's record; the three dots open Documents or Accounting records.
Frequently asked questions
How does a new client arrive?
The client invites you from Reneva with your email. If you already have a verified account you find them here straight away; otherwise you sign up from the invitation link and the connection starts after verification.
How do I search and download clients?
Search by name, VAT number, tax code, city, email or phone. Status starts on Active; Revoked shows those who removed your access, read-only. A client with a cancelled plan stays under Active with the label Plan cancelled (Trial expired at the end of the trial): record and tickets read-only, without Documents and Registers, until the plan is reactivated. Three days before the closure you receive an email. Download all creates a CSV with search and filters applied.
If a client's trial expires without a paid subscription, their account is deleted with documents and files 14 calendar days after the trial ends. The email sent three days before carries the date: the client can activate the plan or download everything from Plan management.
Where do I find a client's files?
In the client's record the Files table collects ticket attachments, closed tickets included; invoices and accounting documents are in Accounting records. Filter by Period, Category and Source, then open the name or press Download.
What can I do in the client's data?
With an assigned role you use the features that role allows; without a role access is read-only. Back to the portal brings you back here without signing in again.
Tax details
In the client record choose Year, then Tax details. The Profile and Additional data tabs have the same fields the client finds in Analysis. With active access and a role that edits documents and sees all analysis and costs, you can collaborate with the other authorised accountants.
Save draft keeps the data in the portal without changing the client's estimate or notifying them. Publish to client updates the effective data for the year and notifies admins who can access the company, with the year, changed fields and a link to Analysis. Publication history keeps the data, author and date of each publication.
For example, save Marta's paid contributions as a draft while checking them; publish once confirmed. The client consults the published year and asks the accountant for corrections. When no accountant remains authorised to write, the client can edit it again.
Years stay separate. A new year only proposes the previous compatible profile: confirm it and enter the annual amounts. Blank means missing data; 0 confirms that there is no amount. If a conflict appears, reopen Tax details to read the latest data before trying again.
With revoked access you can only consult publications from your own channel; drafts and subsequent data from other accountants stay private. When writable access expires, you can consult publications without editing them.