Partners · Accountants and tax advisers
Give clients a clearer path from invoice records to tax-ready review
Connect client-side invoice exceptions with review evidence and traceable authorisations, where contracts, access boundaries and jurisdiction-specific features permit.
Proof you can ask for
Each item shows Available once its evidence pack is ready to share with you; until then it shows Evidence pack in preparation. Product readiness is on Trust & Readiness.
- Evidence pack in preparationControlled single-client delegation (design pilot)
- Evidence pack in preparationPermission segregation and client consent
- Evidence pack in preparationData processing agreement
- Evidence pack in preparationCountry return scope per jurisdiction
Audience: Chartered accountants, accounting and tax advisers.
Design-partner pilot
This is a design pilot with practising chartered accountants, scoped to controlled single-client delegation: a client authorises its adviser to review evidence and discrepancies within that client's tenant. A multi-client console is on the roadmap.
The pilot reduces missing-document chases, organises evidence requests and clarifies what changed before reconciliation and return work. Filing powers are never delegated through InvoiceDX. InvoiceDX works with any GSP, ASP or ERP you run — keep them, or if you want to change one, we will recommend options. Connectors are listed in the Conformance centre with their scope and readiness.
Partner models to discuss
Subject to contracts and product enablement.
- Referral
- Implementation support
- Client-service collaboration
Scope of the pilot
- The pilot covers single-client delegation; a multi-client portal and practice management are on the roadmap, and filing powers always stay with you and your client.
- Practitioners and firms are described by role on this site; your name appears only with your agreement.
- Partner enquiries go to our partnerships team, not to direct sales.
One hub, nine partner roles
Other partner roles
All nine partner roles, with what each gains and what we ask, are on the ERP systems integrators page.
ERP systems integrators
Add governed invoice workflows to the ERP projects you deliver.
See the SI partnership →Authorised e-invoicing providers
Extend compliant exchange into governed finance workflows.
See provider collaboration →