One organised document store per client, and full control over what the client sees
When reports go out as attachments and documents sit in inboxes and shared drives, it is hard to know what the client has received, and where the latest version is. With Noregna Reporting your firm has one organised document store per client and decides what the client sees. Reports are shared securely in the customer portal, uploads from clients land in the right place, and company documents are produced pre-filled from templates.
At a glance
- A fixed folder structure per client and year
- Your firm controls what the client can see
- Reports shared in the customer portal instead of by email
- Company documents from templates filled from the Brønnøysund registers
- Digital signing, including with BankID
What you get in Reporting
Client documentation
- A folder structure per client, with shared folders for all clients or folders for one client.
- New folders for each year are created automatically.
- Search all documents or one folder, and download several files at once.
Sharing with the client
- Every file is either visible to the firm only, or to both the firm and the client.
- Period reports and other documents the client needs are shared in the client portal instead of by email.
- Clients' own uploads are collected in one place, so the firm sees what has come in.
Overview
- The reporting dashboard shows storage use, distribution and document activity per month.
- A notification in the top bar when clients upload new files.
Company documents with NOREGNA Doc
- Ready templates for board minutes, general meetings, dividend resolutions checked against free equity, directors' reports and the shareholder register, among others.
- Details are fetched from the Brønnøysund registers, and the document is previewed as a PDF before you edit or download it.
Signing
- Send one document or several files for signing, to the client's contact persons or your own staff.
- Simple signing with a one-time code by email, or signing with BankID through Signant.
- Follow the status from waiting to completed. The signed file is saved automatically.
How it saves your firm time and gives you control
No more attachments in email
Documents are shared in a channel that needs a login, so sensitive information does not sit in inboxes.
Everything in the right place
Fixed folders per client and year mean the whole firm finds the same document, even when a colleague is away.
Control over what the client sees
Your firm decides for every file whether it is internal or shared with the client.
Faster company documents
Templates filled from the Brønnøysund registers and digital signing cut out manual typing and printing.
See Reporting in practice
A demo takes about half an hour. We show you how Reporting fits into your firm's day, and answer whatever you want to know.